Case Planning Specialist

Is working with people you want to do life with important to you? It is to us, too.

At Triad, our motto is simple: #DBDL – Do Business, Do Life. While delivering a boutique-like experience for our clients is a top priority, we believe the work we do should also inspire and empower our team members. Imagine working alongside a team that builds financial planning solutions capable of transforming the lives of thousands. If that excites you, we’d love to connect.

Who Are We?

Triad was founded on a bold idea: business growth should never come at the expense of personal freedom. We’re leading a revolution in our industry—empowering financial advisors to achieve record-breaking business growth while enjoying levels of personal freedom they once thought impossible.

We call this unique intersection of professional and personal success DBDL: Doing Business and Doing Life. It’s more than a motto; it’s the foundation of everything we do.

At Triad, every team member is a leader. Regardless of experience or job title, you’ll have the opportunity to think strategically, innovate boldly, and make a measurable impact. You won’t just follow established processes—you’ll help create them. By driving new solutions, optimizing systems, and contributing to transformative initiatives, you’ll play a pivotal role in shaping the future of our industry.

What Does DBDL Look Like for You?

Do Business: Your work at Triad will be more than checking boxes—it’s about making a meaningful difference. As part of our team, you’ll collaborate on projects that directly contribute to the success of our clients and our company.

Do Life: We understand that the best ideas happen when people feel refreshed and energized. That’s why we cultivate an environment where you can pause, recharge, and pursue what brings you joy outside of work. Whether it’s spending time with family, traveling, or exploring a passion project, we encourage you to bring balance to your life.

Let’s Build Something Extraordinary Together.

If you’re ready to work in a place where innovation meets personal fulfillment, let’s talk. At Triad, you’ll find a team that not only shares your professional drive but also values the moments that make life worth living.

About the role

• The Case Planning Specialist is responsible for preparing customized annuity sales proposals for Triad Members. In this role, you’ll develop a deep understanding of various annuity products and serve as an expert on these offerings. A key aspect of this position involves assisting Members in navigating different annuity products and providing guidance on the best options for their clients' needs. Additionally, you will work to build and strengthen relationships with Members and partnering insurance carriers.

What you'll do

• Member Customer Service
• • Provide outstanding service to Members.
  • Answer daily phone calls from Members, offering guidance on annuity-related questions.
  • Respond to email requests by addressing issues, answering questions, and running illustrations to ensure quick turnaround times.
  • Go above and beyond to find solutions for Member needs.
• Annuity Product Knowledge
• • Develop a thorough understanding of all annuity products and carriers.
  • Use resources like Annuity Rate Watch and Index Standard to stay informed about available products and carriers.
  • Participate in meetings with carrier representatives to stay updated on product changes and industry developments.
  • Proactively investigate and address questions from other Triad departments or Members' offices.
• Day-to-Day Case Planning Tasks
• • Review financial statements, information, and documentation to analyze financial needs and objectives, providing appropriate annuity solutions.
  • Handle advanced cases, troubleshoot issues, and resolve problems promptly to deliver exceptional service.
  • Review and analyze case scenarios for replacement opportunities.

Qualifications

• Bachelor's degree in a related field
• Problem solver
• Customer service oriented
• Efficient
• Analytical
• Results driven
• Effective communicator
• Innovative
• Competitive insight with a team first attitude
• Eagerness to improve
• Long-term thinker
• Extreme ownership
• Protects Triad's culture
• 1-2 years experience in financial services industry preferred