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Case Design Strategist

Case Design Strategist

Sound Income GroupFort Lauderdale, FL, US
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Job Description

Job Description

Description :

POSITION : Case Design Strategist

Location : Fort Lauderdale – HQ

Reports To : Director of Life Insurance, Primary Coach

Department : Life Insurance

Job Type : Full-time

FLSA Classification : Exempt

Who We Are

At Sound Income Group , our mission is to help independent financial professionals and their clients thrive, especially those approaching or in retirement. We provide a full suite of resources across financial education, investment strategies, marketing, and practice management to support long-term success.

We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.

Position Summary

We’re seeking a proactive and motivated Case Design Strategist to join our dynamic team. In this client-facing role, you’ll manage a dedicated group of advisors, building strong relationships and delivering expert support through case design, education, and promotional initiatives. Acting as a key player on our sales desk, you’ll handle both inbound advisor inquiries and outbound engagement to drive growth.

The ideal candidate brings a solid understanding of the life insurance industry, exceptional communication skills, and a collaborative mindset to deliver tailored solutions that meet client needs.

Key Responsibilities

  • Build and maintain strong, professional relationships with advisors and their teams, acting as their main point of contact for support and case design.
  • Provide case design assistance, promoting life insurance solutions and concepts, including Long-Term Care and Disability Income options.
  • Make proactive outbound calls to advisors and / or their designees, providing them with valuable product and solution information.
  • Respond to incoming inquiries (reactive) from advisors and their teams regarding case design, product offerings, and resources.
  • Educate new and current advisors on available resources, solutions, and company offerings.
  • Review carrier offerings and updates, ensuring advisors are informed about the latest changes and product availability.
  • Work closely with internal resources (contracting, commissions, etc.) to ensure smooth processes for advisors.
  • Collaborate with advisors and internal teams to create tailored recommendations based on client needs and goals.

Requirements :

Must-Have Qualifications

Industry Experience

  • Proven experience working within the insurance industry, specifically with Life, Long-Term Care, and Disability Income products.
  • Strong understanding of the life insurance industry, including case design and product knowledge.
  • Requirements

    Background and Education :

  • High school diploma or GED required, higher education a plus.
  • 215 Life Insurance License is a plus but not required.
  • Demonstrated experience in relationship-building and a customer-first mentality.
  • Ability to multitask in a fast-paced environment while maintaining attention to detail.
  • Strong analytical skills and ability to offer creative solutions tailored to client and advisor needs.
  • Technology Expertise :

  • Microsoft Office Suite
  • CRM or Salesforce knowledge is preferred
  • Excellent communication skills across phone, text, video, etc.
  • Physical & Work Environment Requirements

  • Ability to work for extended periods at a desk using a computer.
  • Ability to lift up to 10 pounds if / when necessary.
  • Routine use of telephone and email.
  • Office-based role with potential travel to conferences, events, and satellite offices as needed.
  • Benefits

    We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including :

  • 100% employer-covered medical benefits and HRA account
  • Dental & vision plans
  • PTO + 10 NYSE company holidays per year
  • 401K with company match program
  • Free onsite parking
  • Company-provided laptop and required technology
  • Access to an on-site gym (free of charge)
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