Case Design Strategist

Description

POSITION: Case Design Strategist 

Location: Fort Lauderdale – HQ

Reports To: Director of Life Insurance, Primary Coach

Department: Life Insurance 

Job Type: Full-time 

FLSA Classification: Exempt 

Who We Are

At Sound Income Group, our mission is to help independent financial professionals and their clients thrive, especially those approaching or in retirement. We provide a full suite of resources across financial education, investment strategies, marketing, and practice management to support long-term success.
 

We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.

Position Summary

We’re seeking a proactive and motivated Case Design Strategist to join our dynamic team. In this client-facing role, you’ll manage a dedicated group of advisors, building strong relationships and delivering expert support through case design, education, and promotional initiatives. Acting as a key player on our sales desk, you’ll handle both inbound advisor inquiries and outbound engagement to drive growth.

The ideal candidate brings a solid understanding of the life insurance industry, exceptional communication skills, and a collaborative mindset to deliver tailored solutions that meet client needs.

Key Responsibilities

• Build and maintain strong, professional relationships with advisors and their teams, acting as their main point of contact for support and case design.
• Provide case design assistance, promoting life insurance solutions and concepts, including Long-Term Care and Disability Income options.
• Make proactive outbound calls to advisors and/or their designees, providing them with valuable product and solution information.
• Respond to incoming inquiries (reactive) from advisors and their teams regarding case design, product offerings, and resources.
• Educate new and current advisors on available resources, solutions, and company offerings.
• Review carrier offerings and updates, ensuring advisors are informed about the latest changes and product availability.
• Work closely with internal resources (contracting, commissions, etc.) to ensure smooth processes for advisors.
• Collaborate with advisors and internal teams to create tailored recommendations based on client needs and goals.

Requirements

Must-Have Qualifications

Industry Experience

• Proven experience working within the insurance industry, specifically with Life, Long-Term Care, and Disability Income products.
• Strong understanding of the life insurance industry, including case design and product knowledge.

Requirements

Background and Education:

• High school diploma or GED required, higher education a plus.
• 215 Life Insurance License is a plus but not required.
• Demonstrated experience in relationship-building and a customer-first mentality.
• Ability to multitask in a fast-paced environment while maintaining attention to detail.
• Strong analytical skills and ability to offer creative solutions tailored to client and advisor needs.

Technology Expertise:

• Microsoft Office Suite 
• CRM or Salesforce knowledge is preferred 
• Excellent communication skills across phone, text, video, etc.

Physical & Work Environment Requirements

• Ability to work for extended periods at a desk using a computer.
• Ability to lift up to 10 pounds if/when necessary.
• Routine use of telephone and email.
• Office-based role with potential travel to conferences, events, and satellite offices as needed.

Benefits

We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:

• 100% employer-covered medical benefits and HRA account 
• Dental & vision plans 
• PTO + 10 NYSE company holidays per year 
• 401K with company match program
• Free onsite parking
• Company-provided laptop and required technology
• Access to an on-site gym (free of charge)