Jr. Case Design Planner

Posted on October 23, 2023

Sales | Full Time

We’re thrilled to share that Impact Partnership, based in Marietta, GA, is actively searching for an enthusiastic and well-organized individual to join us in the role of Jr. Case Design Planner. This is a fantastic full-time position that offers the chance to acquire valuable experience and establish a rewarding career in the realms of finance, insurance, investments, and retirement planning.


As a Jr. Case Design Planner, you will play a vital role in client organization, planning, collaboration, and strategy. You’ll be a key support member of the Advanced Markets & Sales Team, contributing to administrative tasks, data entry, reporting, critical thinking, and solution-based strategies while maintaining meticulous records. This role provides an opportunity to learn effective strategies in the finance and insurance industry, actively participate in various business development initiatives, and engage in general administrative duties.


  • Cultivate and maintain client relationships through effective communication
  • Provide administrative support to the Advanced Markets Team on a daily basis
  • Acquire knowledge of effective strategies in the finance and insurance industry
  • Conduct in-depth analysis of numerical data to derive efficient solutions for clients
  • Assist the firm in diverse business development initiatives and general administrative duties


  • BS or Masters Degree with a preferred field of study
  • Life & Health License required (can be obtained after hire)
  • Strong critical thinking skills, attention to detail, and comfort working with numbers
  • Passion for numerical problem-solving
  • Excellent verbal and written communication skills
  • Adaptability with technological software and online applications
  • Positive attitude, energy, and a collaborative spirit are essential

The ideal candidate will maintain a positive attitude under pressure, demonstrate a strong work ethic, enjoy collaborating with a team, and embrace the opportunity to learn and contribute innovative ideas.

If you’re ready for an exciting challenge, submit your application now and find your career home with The Impact Partnership!


Impact Partnership offers a positive and upbeat work environment; Medical, Dental, Vision, FSA (flexible spending)/Dependent Care, STD (Short Term Disability), Life Insurance, 401k (match), Paid Parental Leave, Holiday Pay and a very generous PTO (paid time off) benefit.


Impact Partnership LLC is an Equal Opportunity Employer. It is the policy of the company to provide equal opportunity for all teammates and applicants for employment without regard to race, color, creed, religion, gender, sexual orientation, national origin, age, marital status, mental or physical disability, pregnancy, military or veteran status, or any other basis prohibited by state or federal law. All employment is decided on the basis of qualifications, merit, and business need.


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