Case Design Analyst

This position’s primary responsibility is to act as a liaison between the firm’s financial advisors, their clients, and the Wealth Strategies Division throughout the case design process. Primary responsibilities include data entry for financial planning analysis, running and designing product illustration requests, and identifying opportunities for sales.

Duties and responsibilities

• Use financial planning software to create analyses
• Run and design product illustrations for advisors including life insurance, annuities, disability insurance, long term care insurance, and investment for various carriers
• Effectively communicate with advisors in order to gather the information needed to complete requests
• Present analyses and product illustrations to advisors
• Provide required applications for each product
• Efficiently track and monitor workflow through Salesforce
• Support the department with other initiatives as determined by the management. This includes, but is not limited to: marketing, presentations, training and disseminating information.
• Interpret planning results and develop recommendations
• Identify opportunities proactively
• Customize plan design and help advisor structure proposals and strategies
• Train junior analysts

Qualifications

• Ability to work independently while impacting team results

• Strong computer skills

• Excellent communication skills

• Outstanding writing and research skills

• Highly organized to meet concurrent project deadlines

• Knowledge of Financial Plan based software

• Ability to assimilate new data quickly

• Ability to multi-task in a fast-paced environment

• Fully licensed, 1+ years of experience

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. CRN202901-10324479