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Life Insurance Advanced Case Design Jobs (NOW HIRING)

AmeriLife Group, LLC

Case Design Assistant

Phoenix, AZ · On-site

$17 - $22.25/hr

... annuity, life and health insurance solutions for those planning for and living in retirement ... Provide updates on case progress or delays as directed by more senior team members. * Support the ...

Insurance Agency Marketing Services

$75K/yr

Grow relationships and drive life insurance sales, uncovering and gathering case details, and coordinating illustrations * Coach independent agents and advisors on growing and scaling their business

Insurance Agency Marketing Services

$75K/yr

Grow relationships and drive life insurance sales, uncovering and gathering case details, and coordinating illustrations * Coach independent agents and advisors on growing and scaling their business

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How much do life insurance advanced case design jobs pay per hour?

As of Sep 10, 2026, the average hourly pay for life insurance advanced case design in the United States is $19.12, according to ZipRecruiter salary data. Most workers in this role earn between $16.35 and $21.63 per hour, depending on experience, location, and employer.

What is life insurance advanced case design?

Life Insurance Advanced Case Design refers to the process of creating tailored life insurance solutions for clients with complex financial, estate, or business planning needs. Professionals in this field analyze intricate client situations and use advanced strategies, such as premium financing, irrevocable life insurance trusts (ILITs), and business succession planning. Their goal is to maximize benefits, address tax considerations, and ensure the insurance plan aligns with the client’s long-term objectives. This specialized practice typically involves collaboration with financial advisors, attorneys, and tax professionals.

What are the key skills and qualifications needed to thrive as a life insurance advanced case design specialist?

To thrive in Life Insurance Advanced Case Design, you need deep knowledge of life insurance products, advanced financial planning concepts, and regulatory compliance, often supported by designations like CFP or CLU. Familiarity with illustration software, underwriting systems, and financial analysis tools is important for crafting tailored solutions. Excellent analytical thinking, attention to detail, and strong communication skills distinguish top professionals in this field. These abilities ensure that complex client needs are met with customized, compliant, and effective insurance strategies.

What are some common challenges faced in life insurance advanced case design, and how can professionals overcome them?

Professionals in Life Insurance Advanced Case Design often encounter complex client situations that require customized solutions, such as integrating estate planning, tax considerations, and business succession strategies. Navigating constantly changing regulations and collaborating effectively with legal, tax, and financial advisors can also be challenging. Success in this role relies on staying current with industry developments, leveraging advanced analytical tools, and maintaining strong communication with multidisciplinary teams to deliver tailored client outcomes.

What are popular job titles related to Life Insurance Advanced Case Design jobs?

For Life Insurance Advanced Case Design jobs, the most frequently searched job titles are:

Infographic showing various Life Insurance Advanced Case Design job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 20% Part Time, and 6% Contract. Highlights an 85% Physical, 1% Hybrid, and 14% Remote job distribution, with an average salary of $39,767 per year, or $19.1 per hour.

External Wholesaler (Miami / Ft. Lauderdale)

Remote

Penn Mutual Life Insurance Company
See more jobs at Penn Mutual Life Insurance Companyexternal

Full-time

Life

Posted 8 days ago

Job description

Job Description:
**Candidate Note: This is a remote position; however, we are specifically seeking candidates located in the Miami or Ft. Lauderdale, Florida area.
We are looking for an External Wholesaler (Regional Marketing Director - RMD) to be part of our South Region team. This role will report the Regional Vice President.
As a RMD, you'll generate Penn Mutual life insurance sales through recruiting and sales solicitation of targeted life insurance financial professionals. The successful candidate is adept at positioning life insurance as the foundation of a financial plan, actively promoting the living as well as the death benefits of life insurance for the individual and business markets. Considered a "second line field leader," this employee is a "master in the craft" as represented by expertise in practice management to enable a financial professional to start, grow, or transition their practice depending on their experience in the business and professional objectives.
Responsibilities
Recruiting
  • Prospects and profiles for independent, targeted life insurance financial professionals who regularly write life insurance as part of their practice with life insurance sales representing 30% to 50% of their business.
  • Achieves annual financial professional recruiting goal completing due diligence process and ensuring new recruits have are in good standing with FINRA and the state life insurance department.
  • Continues to enhance productivity of new recruits increasing their Penn Mutual life insurance production year over year.

Practice Management
  • Coaches' life insurance financial professionals utilizing advanced marketing concepts to accelerate the growth of their practice, diversify into new markets, expand or transition their business.
  • Contributes to channel fluidity by supporting and encouraging independent financial professionals to move within PML distribution channels to facilitate the growth of their business.

Sales and Goal Achievement
  • Achieves or exceeds individual LWP sales and goals working toward balanced product mix through sales concepts, case design and advanced marketing concepts in the individual and business markets
  • Contributes to and/or participates in company pilots or special initiatives upon request.

Productivity and Territory Management
  • Actively engages in up to 20 weekly faces to face meetings with quality financial professionals and/or small group to promote PML's value proposition, sales solutions, marketing concepts and life insurance products.
  • Conducts regional marketing or study group meetings with independent financial professionals to facilitate practice management and promote the PML value proposition and innovative sales solutions and competitive products.
  • Willing to participate in joint appointments as insurance specialist with financial professionals, as appropriate.
  • Maintains efficient rotations creating territory zones and geographic density of appointments.
  • Works within assigned T & E budget.

Marketing and Sales Track
  • Involved in recommending case designs and illustrations.
  • Utilize compliant company generated marketing and advanced case sales solutions and competitive edge in solicitation of PML product and sales opportunities.
  • Actively promotes company's marketing programs, such as, WORTH and Financial Professional Alliance.
  • Able to facilitate a potential life insurance case from concept and design to placement providing field underwriting as appropriate.

Compliance
  • Ensures suitability of the sale in meeting client need as presented by financial professional.
  • Follows FINRA regulations for cash and non-cash incentives and/or entertainment in conducting business with independent financial professionals.
  • Works within budget allocating travel and expense budgets to DSM and RSDs for effective and efficient territory management.

Team Player
  • Shares best practices with peers including recruiting, referrals, sales ideas, handling objections, success stories and leveraging PML's competitive advantages.
  • If applicable, partners with their Internal Marketing Representative ("IMR") to achieve goals.
  • Partners with the Relationship Management team prioritizing financial professionals from PML's Focus Firm list to assist in achieving goal and growing market share in firm.
  • Participates in company conference calls, councils, or initiative, as requested.
  • Collaborates and cooperates with the home office and field peers, such as Regional Marketing Directors and Regional Marketing Specialists.
  • Works to develop a true partnership between the field and the home office openly but positively discussing challenges understanding that the home office and field are on the same team; actively works to help develop and maintain a "we" versus "us versus them" mentality between the field and the home office.
  • Complies with all company and site policies and procedures.
  • Remains current in profession and industry trends.
  • Successfully completes regulatory and job training requirements.
  • Performs other duties as assigned.

Skills and Abilities
  • Operates ethically and with integrity.
  • Ability to work independently being intrinsically motivated with a high level of stamina.
  • Possesses organizational efficient time management skills with basic knowledge of field wholesaling skills.
  • Skilled at prospecting, profiling and recruiting life insurance financial professionals.
  • Able to cultivate relationships with independent financial professionals.
  • Has in-depth working knowledge of practice management knowledge on how to start up, grow or transition a financial professionals business.
  • Possesses working knowledge of COW, LEAP and or other selling and financial profiling systems.
  • Ability to build and maintain positive, tenured professional relationships.
  • Knowledge of financial planning process and advanced marketing concepts.
  • Superior listening, communication and presentation skills.
  • Ability to effectively collaborate, be inclusive and build partnerships
  • Adept at field underwriting, illustrations and case design.
  • In-depth and thorough understanding of life insurance and annuity products, the insurance industry, the financial marketplace, its terminology, related tax laws, and the application of financial planning
  • Proficient in Microsoft Office Suite applications and mapping software.

Education
  • Bachelor's Degree Required
  • Willing to travel up to 70%
  • FINRA Series 6 and Series 63 registrations required, FINRA Series 7 preferred
  • Life insurance license required
  • Currently holds or willing to obtain industry certifications, such as, CLU, and/or ChFC
  • Proven track record of sales success in the financial services industry

Experience
  • 5-10 years of experience as a financial professional, wholesaler or sales manager preferably in the life insurance or securities industry.
  • Bilingual; Spanish speaking skills and/or experience in the high-net worth international market is preferred.

This role is primarily variable/commission based but does have a set base salary of $65,000
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

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