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Life Insurance Illustration Case Design Jobs (NOW HIRING)

NFP

Advisor Consultant ( Life Insurance)

Chicago, IL · On-site

$85K - $104K/yr

Strong knowledge of life insurance products, illustration platforms, and case design; working DI ... knowledge preferred * Proficiency in CRM tools (e.g., Mosaic), Excel, and presentation software

NFP

Advisor Consultant ( Life Insurance)

Manhattan, NY · On-site

$85K - $104K/yr

Strong knowledge of life insurance products, illustration platforms, and case design; working DI ... knowledge preferred * Proficiency in CRM tools (e.g., Mosaic), Excel, and presentation software

APR

Life Insurance Senior Case Designer

Miami, FL · Hybrid

Case Design and Analysis: Craft sophisticated life insurance plans for high-net-worth clients and enterprises. Assess clients' financial goals to deliver personalized advice using cutting-edge tools.

Modern Life

Life Insurance Brokerage Manager

OR · Remote

$150K - $200K/yr

Life insurance is a complex and consequential purchase that impacts hundreds of millions of ... illustrations, helping with case design, providing guidance to advisors, aid in submitting new ...

Modern Life

Life Insurance Brokerage Manager

$150K - $200K/yr

Life insurance is a complex and consequential purchase that impacts hundreds of millions of ... illustrations, helping with case design, providing guidance to advisors, aid in submitting new ...

Amerilife Group, LLC

Life Insurance Wholesaler

OR · Remote

$45K - $60K/yr

Illustration and case design support * Marketing, case management, and licensing support Travel ... life insurance. Equal Employment Opportunity Statement We are an Equal Opportunity Employer and ...

Prosperity

Internal Wholesaler

Austin, TX · On-site

$70K - $80K/yr

Case Design & Product Support • Provide case design, illustrations, and product positioning ... Strong knowledge of life insurance and annuity product structures (fixed, FIA, accumulation, and ...

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All JobsLife Insurance Illustration Case Design Jobs

Life Insurance Illustration Case Design information

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$32.5K

$50.8K

$74K

How much do life insurance illustration case design jobs pay per year?

As of Jun 13, 2026, the average yearly pay for life insurance illustration case design in the United States is $50,841.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,000.00 and $59,000.00 per year, depending on experience, location, and employer.

What is the difference between Life Insurance Illustration Case Design vs Life Insurance Underwriter?

AspectLife Insurance Illustration Case DesignLife Insurance Underwriter
Primary RoleCreating visual and numerical representations of insurance policies for clientsAssessing risks and determining policy eligibility for applicants
Required SkillsKnowledge of insurance products, illustration software, client communicationRisk analysis, medical knowledge, decision-making skills
Work EnvironmentOffice-based, collaborative with sales and marketing teamsOffice or remote, working closely with agents and medical professionals

While both roles are integral to the insurance industry, Life Insurance Illustration Case Design focuses on creating visual policy presentations for clients, whereas Life Insurance Underwriters evaluate applicant risks to determine policy approval. Understanding these differences helps clarify career paths and job expectations within the industry.

What are some common challenges faced in Life Insurance Illustration Case Design and how can they be managed?

Professionals in Life Insurance Illustration Case Design often face challenges such as staying current with ever-changing insurance regulations, accurately modeling complex client scenarios, and balancing compliance with client needs. Effective case designers must work closely with underwriters, advisors, and compliance teams to ensure that illustrations are both accurate and legally sound. Maintaining strong communication skills and a commitment to ongoing professional education helps overcome these challenges and supports the delivery of tailored solutions to clients.

What are the key skills and qualifications needed to thrive in Life Insurance Illustration Case Design, and why are they important?

To excel in Life Insurance Illustration Case Design, you need a solid understanding of life insurance products, financial concepts, and regulatory requirements, typically supported by experience in insurance or a related field. Proficiency with illustration software (such as WinFlex or proprietary carrier systems), Microsoft Excel, and possibly industry certifications like LOMA are highly valuable. Attention to detail, analytical thinking, and strong communication skills help you interpret client needs and present clear, compliant illustrations. These skills ensure accurate, tailored insurance solutions that meet both regulatory standards and client objectives.

What is Life Insurance Illustration Case Design?

Life Insurance Illustration Case Design is the process of creating detailed projections and presentations that show how various life insurance products may perform over time, based on different assumptions and client needs. These illustrations help clients visualize policy features, costs, potential cash values, and death benefits. Case designers work closely with insurance agents and underwriters to tailor solutions that align with clients’ financial goals and regulatory requirements. The process ensures transparency and helps clients make informed decisions about their life insurance options.
More about Life Insurance Illustration Case Design jobs
What states have the most Life Insurance Illustration Case Design jobs? States with the most job openings for Life Insurance Illustration Case Design jobs include:
What job categories do people searching Life Insurance Illustration Case Design jobs look for? The top searched job categories for Life Insurance Illustration Case Design jobs are:
Life Insurance Illustration Case Design jobs near you
Advisor Consultant ( Life Insurance)

Advisor Consultant ( Life Insurance)

National Financial Partners

Manhattan, NY • On-site

$85K - $104K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 25 days ago

Job description

Who We Are:
Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
Summary: The Advisor Consultant, serves as a hybrid analytical and consultative role, supporting both the execution of Advanced Planning deliverables and the development of Advisors and Advisor Assistants. This role is responsible for managing case flow within the Advanced Planning queue, delivering high-quality case design and presentation materials, and acting as a key resource for onboarding and training junior or inexperienced Advisors. The Advisor Consultant partners closely with Advanced Planning leadership, Operations, and field teams to provide product guidance, develop training content, and enhance best practices.
Job Accountabilities:
  • Design insurance illustrations and client-ready one-pagers (MassMutual + preferred carriers) using templates and PDF tools; manage revisions, rush requests, and approvals, including complex case support with AVP+
  • Manage Advanced Planning CRM queue, prioritize requests, and drive workflow efficiency and timely completion
  • Provide consultative support to junior Advisors/Advisors Assistant, translating complex insurance concepts into actionable sales guidance
  • Lead and support onboarding, training sessions, job aids, and ongoing field communications for Advisors/Advisors Assistants
  • Support operational improvements, identify trends/gaps, and contribute to scalable tools, reporting, and process enhancements
  • Participate in ad hoc strategic initiatives aligned with Life/DI and broader firm priorities
Job Competencies:
  • Strong knowledge of life insurance products, illustration platforms, and case design; working DI knowledge preferred
  • Proficiency in CRM tools (e.g., Mosaic), Excel, and presentation software
  • Strong understanding of sales processes and how Advanced Planning supports advisor success
  • High analytical ability, attention to detail, and strong problem-solving in fast-paced environments
  • Clear communicator able to simplify complex concepts for field audiences
  • Strong organization, time management, and ability to manage competing priorities independently
  • Service-oriented, collaborative, proactive, and continuously improvement-focused
  • Professionalism, integrity, and sound judgment in all interactions
Requirements & Career Path:
  • Bachelor's degree preferred or equivalent experience
  • 7+ years in insurance, Advanced Planning, or sales support roles
  • Life & Health insurance license required
What We Offer:
NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $85,000-104,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, the skill level required for the position, the scope of the position, and geographic location. The actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.

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