Company Description
The Impact Partnership is a financial marketing organization serving independent financial advisors and insurance agents nationwide. Based in Marietta, GA, we help advisors grow their businesses through marketing, practice development, retirement planning resources, and industry expertise.
At Impact, we value Positivity, Excellence, Grit, a Get-It-Done Mindset, Investment in Growth, and Coachability. We have been recognized as one of the Inc. 5000’s Fastest-Growing Businesses and named one of the Atlanta Journal-Constitution’s Best Places to Work (2026, 2025, 2024, 2023, 2021, 2019.) Our mission is to revolutionize the financial services industry to help improve retirement outcomes for more Americans.
Position Summary
This role is designed for ambitious individuals who want to build expertise, create opportunities, and earn advancement through performance.
The Jr. Case Design Analyst is an entry-level financial services position that supports independent financial advisors through annuity illustrations, product comparisons, retirement income planning scenarios, and advisor support.
The majority of this role involves preparing annuity illustrations, researching product solutions, evaluating carrier options, and responding to advisor requests. Over time, successful team members develop the expertise to become trusted resources for advisors and create opportunities for advancement throughout the organization.
This is a financial services and insurance-focused role. It is not an IT, software development, data analytics, or technical support position.
Essential Duties and Responsibilities
- Prepare annuity illustrations and retirement income planning scenarios for financial advisors.
- Analyze client fact patterns and ensure illustration accuracy.
- Evaluate carrier and product options based on advisor objectives.
- Research and respond to product questions from advisors.
- Communicate professionally with advisors via phone and email.
- Review existing annuity contracts and identify potential opportunities.
- Maintain a high level of accuracy, responsiveness, and attention to detail.
- Participate in ongoing product training, coaching, and professional development.
- Collaborate with teammates to support advisors and business initiatives.
Who Thrives in This Role
The most successful people in this role are:
- Accountable and take ownership of their work.
- Curious and willing to ask questions.
- Coachable and open to feedback.
- Comfortable communicating with professionals.
- Resourceful and motivated to find answers.
- Driven to continuously improve and grow.
We can teach products, carrier systems, and industry concepts. We look for individuals who bring work ethic, accountability, and a desire to learn.
Qualifications
Required
- High school diploma or equivalent.
- Strong attention to detail and commitment to accuracy.
- Excellent written and verbal communication skills.
- Strong organizational and time-management skills.
- Ability to learn new technology platforms and systems.
- Ability to work independently and within a team environment.
Preferred
- Associate’s or bachelor’s degree.
- Finance, economics, business, insurance, or related coursework.
- Customer-facing experience.
- Experience using CRM systems such as Salesforce.
- Intermediate proficiency with Microsoft Excel.
- Financial services or insurance experience is a plus, but not required.
Growth Opportunity
This position serves as an entry point into the financial services industry and provides exposure to annuities, retirement income planning, advisor relationships, and business development.
High performers may earn opportunities across multiple areas of the organization based on performance, initiative, and business needs.
Why Join Us?
We believe that great work starts with happy, supported, and inspired people. That’s why we’ve designed a competitive benefits package that goes beyond the basics—offering comprehensive health and wellness programs, generous time-off policies, and unique perks that create a place where employees can truly thrive.
Employee Benefits
- The company offers a positive and upbeat work environment
- Competitive benefits package offering Medical, Dental, and Vision insurance – with Employer Contribution – Eligible to enroll on the 1st of the month
- Healthcare and Dependent Care Flexible Spending Accounts
- Employer Sponsored Disability Insurance
- Employer Sponsored Group Term Life Insurance
- 401k and Roth 401k retirement plans with Employer Match
- Paid Parental Leave (Maternity = 200 hours | Paternity = 80 hours)
- Generous PTO (paid time off) benefit, in addition to company paid holidays
- Medical and Mental Health support services such as Telemedicine and Employee Assistance Program (EAP)
Employee Perks
- Hybrid Work Schedule – option to WFH 2 days a week
- Casual dress code
- Pet friendly office
- Quarterly company-sponsored employee social events
- National Employee Discount Program
- Employee Referral Program
- “Impacting Lives” – our company volunteer program
- “Rockstar of the Month” – our employee recognition program
