Product and Case Design Analyst

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. Other duties may be assigned as required.

  • Provide case design recommendations on appropriate products and concepts based on client needs.
  • Maintain in-depth knowledge of life products and software systems for case design, analysis and presentations.
  • Analyze, prepare and generate basic and, in some cases, advanced life sales proposals and presentations; effectively communicate and apply the details of the design to producers, clients and staff.
  • Focus on sales efforts by studying existing and potential advantages and disadvantages of life product line.
  • Assist in training of principals, financial advisors, and staff at PartnersFinancial and NFP firms.
  • Keep current with job knowledge and industry trends by participating in educational opportunities, and attending seminars and web casts.

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