Western & Southern Financial Group

Advanced Markets Case Design Consultant II

Insurance Operations
Full Time
Western & Southern Financial Group


Responsible for delivering advanced sales case design for distributors, supporting and creating various wealth transfer, business succession and retirement planning sales strategies. Maintain Advanced Markets case design tools, reference materials, update, develop as well as deliver Advanced Markets promotional design, educational materials and programs.


  • Provide high-end case design capabilities in combination with tax strategy acumen, working directly with advisors to successfully place an advanced planning case
  • Proactively gather data on advanced sales to track success utilizing Salesforce (CRM) system and other internal systems. Compile data in a visual format for producers and sales force to identify future opportunities
  • Work with internal Marketing team(s) to ensure Advanced Markets website and digital resources are regularly updated
  • Collaborate with Distribution and Marketing teams to identify product opportunities and quantify potential sales impact, and create and design compelling new products and product enhancements by providing the voice of the various Life Distribution channels
  • Create and deliver high impact, engaging training on product and sales concepts for internal and external business partners
  • Proactively promote products and sales concepts in internal training meetings, teleconferences, virtual training sessions and in-person meetings with our distribution partners
  • Provide creative insight in creation of effective product marketing pieces for use with agents and/or consumers; and provide advanced level support in terms of product details, product positioning, life insurance terms and regulations, sales concepts and advanced illustration techniques or support

Performs other duties as assigned by management


  • Minimum 10 years' experience in life marketing with additional background in other life insurance areas preferred.
  • 8-10 years' case design creation and consultation required.
  • Experience with advanced illustration and case design systems (e.g. InsMark Illustration System and Kugler Estate Analyzer) preferred.
  • Highly-developed communication skills, written and verbal, with the ability to deliver clear presentations, and the ability to facilitate an open exchange of ideas, build coalitions and foster an atmosphere of open idea sharing.
  • Impactful ability to explain complex ideas and intricate details clearly and effectively by adapting to audience needs.
  • Strong collaborator with a demonstrated ability and credibility to influence broadly and challenge conventional thinking.
  • Proven ability to interact with associates and senior management in a cross-functional environment, using tact and good judgement.
  • Strong organizational skills with the ability to juggle multiple projects simultaneously, often with tight deadlines; flexible in coping with changing business environments and changing direction.
  • Self-motivated with the ability to work independently and effectively under deadline pressures.
  • Results oriented, team player with high sense of accountability.

Educational Requirements:

  • Bachelor’s degree in Business, Accounting or Marketing preferred.

Work Setting:

  • This position works in an office setting and remains continuously in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
  • Requires visual acuity to read a variety of correspondence, reports and forms and to prepare and analyze data in an accurate, neat and thorough manner.

Computer Skills and Knowledge of Hardware & Software Required:

  • EEP/Salesforce
  • Working Knowledge of illustration and case design systems (e.g. InsMark Illustration System and Kugler Estate Analyzer)
  • Proficient use of Excel, Outlook, PowerPoint and Word

Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):

  • Advanced designations such as CLU, ChFC, CFP or obtain within 9 months of hire
  • Series 6 and 63 license, or obtain within 9 months of hire
  • State insurance license, or obtain within 9 months of hire

Position Demands:

  • Travel requirement – 25%.


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