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Case Design - Financial Services

Scottsdale, AZ

Quantum’s Case Design Division - in The Financial Industry

We are looking for a proactive candidate that wants to learn sales and distribution in a great cultured, billion-dollar company that offers exponential room to grow in the financial distribution industry. Come join The Quantum’s Case Design Division! In this fast-paced role, you will get the opportunity to learn from some of the top professionals in the industry.

Job Purpose:

As a Quantum Case Designer with an emphasis on fixed indexed annuities and universal life insurance, you will be responsible for providing support to top insurance producers, Financial Advisors and Financial Institutions as they work to provide solutions to their clients by preparing customized annuity sales proposals.  This requires a strong understanding of various financial products and the ability to independently analyze various financial circumstances and needs in order to provide recommendations and options for financial products to producers.  In this fast-paced educational position, you will be able to aid in general product and planning questions, you would be accountable for evaluating financial circumstances and assessing client needs to provide options to Quantum’s top insurance producers.


  • Run illustrations/proposals and provide necessary marketing materials (brochures, rate sheets, etc.)
  • Take inbound and make outbound phone calls and document all proactive activity and pertinent issues
  • Productively work with multiple sales teams simultaneously
  • Demonstrate excellent listening skills to better assess a representative's needs and determine the type of sales support necessary to accomplish the objective. This should result in added value to the service and sales support we deliver and the products we provide.
  • Review and evaluate information and/or documentation submitted in conjunction with annuity sales proposal requests in order to analyze financial needs and circumstances
  • Determine available and appropriate annuity products based on financial needs and circumstances submitted by producers
  • Contact producer as needed to complete annuity sales proposal documentation and analysis of annuity product recommendations
  • Communicate sales proposal output to appropriate parties
  • Identify and analyze trends related to individual producers and their proposal documentation
  • Understand and evaluate available annuity products and maintain annuity product and rate information
  • Establish and maintain professional working relationship with insurance carrier sales representatives

Skills and Experience Required:

  • Prior experience working in the financial services industry
  • Confident, professional and articulate in written and verbal communication; ability to build a rapport with all personality types and all levels of staff
  • PC knowledge including MS Word, Excel, Outlook and ability to learn other systems as necessary
  • Strong organizational skills; capacity to manage heavy workload
  • Ability to work independently, but also as a collaborative team member and to take initiative
  • Detail oriented, motivated, dependable and focused on quality of work
  • Proven analytical, problem solving and decision-making skills

Skills and Experience Preferred:

  • Bachelor’s degree
  • 2 or more years’ experience working in the financial services industry

All applicants are required to take a PI Survey and are subject to a background check prior to hire. We offer a competitive compensation and benefits package including health benefits and 401(k). The Quantum Group is an Equal Opportunity Employer.

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