Advisor Team Case Designer

Covr Financial Technologies

Advisor Team Case Designer creating sales illustrations for life and LTC products. Responsible for quality control, support for sales team, and training on case design.

Posted 7/2/2026full-timeRemote • Idaho • 🇺🇸 United StatesJunior💰 $75,000 per yearWebsite

About the role

Key responsibilities & impact

Responsible for the creation and distribution of sales illustrations for life and LTC products.
Responsible for quality control and accuracy of illustrations run and distributed to our advisors.
Responsible for knowing and understanding the various nuances of products for optimal case design.
Support the sales team on advisor calls to review case design as needed.
Support both field development and product departments with training on case design and product availability as well as provide other support items as needed.
May perform additional projects/duties upon request.

Requirements

What you’ll need

BS/BA or equivalent work experience.
Life and Health license preferred.
1-year experience working within the life insurance industry preferred.
Excellent attention to detail and ability to multi-task without losing focus.
Proficient in Microsoft Outlook, Word and Excel
Comfortable with routine, repetitive tasks
Excellent written communication skills
Ability to work in a fast-paced environment independently or with a team.
Ability to take direction and multi-task.

Benefits

Comp & perks

Paid Time Off (PTO): 3 weeks to start, increasing with years of service
Paid holiday’s – 11 days
Medical, Dental and Vision – 80% of monthly premium paid by Covr for all full-time employees
Adult and child orthodontia
Health Savings Account (HSA) with quarterly company contributions
Short-Term and Long-Term Disability
NEW - Pet insurance for cats and dogs!
Company paid Life and AD&D insurance for all full-time employees.
Supplemental Life and AD&D insurance up to 5x’s salary for employee
Supplemental Life and AD& D plans offered for spouse and dependents
Flexible Spending Accounts (FSAs): medical, dependent, parking and transit

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Sales Illustration CreationQuality ControlCase DesignMicrosoft ExcelMicrosoft WordMicrosoft Outlook

Soft Skills

Attention to DetailMulti-taskingWritten CommunicationTeam CollaborationAbility to Take Direction

Certifications

Life and Health License