[Remote] Financial Planning and Design Coordinator with Life Insurance Product Expertise

Note: The job is a remote job and is open to candidates in USA. EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in New York City. They are seeking a Financial Planning and Design Coordinator with expertise in Life Insurance to advise clients on financial strategies and life insurance options, ensuring compliance and providing tailored recommendations.

Responsibilities

• Support key external and internal clients
• Able to manage multiple, concurrent projects and deliverables
• Play an important role in Vanbridge’s growth and management, as applicable, ensuring connectivity across all communications while guiding and supporting partners in strategy and execution
• Strong Aptitude in technology
• Experience and knowledge with AI, Claude and other tools
• Highly analytical with strong problem-solving skills
• Highly customer-focused with the ability to think strategically and provide a clear vision that promotes team collaboration
• Adept at excelling in a fast-paced environment with changing business priorities and technological needs
• Client Consultation: Conduct thorough consultations with clients to understand their financial needs, goals, and risk tolerance
• Policy Analysis: Analyze various life insurance policies to determine the best fit for clients' financial plans
• Recommendations: Provide tailored recommendations on life insurance policies that align with clients' objectives
• Policy Management: Assist clients with the application process, policy management, and any necessary adjustments to their coverage
• Education: Educate clients on the benefits and features of different annuity and life insurance solutions
• Compliance: Ensure all recommendations and transactions comply with regulatory requirements and company policies
• Collaboration: Work closely with advisors and other team members to integrate annuity and life insurance solutions into comprehensive financial plans
• Market Research: Stay up-to-date with industry trends, product developments, and regulatory changes
• Comprehensive understanding of the life insurance industry and individual life products, including UL, IUL, VUL, Term, WL and the necessary product illustration systems
• Preparation for client meetings, including paperwork, and preparing presentation materials
• Prepares and delivers correspondence and other client communication
• Work collaboratively with Advisors throughout the planning process to ensure completed accurately and promptly
• Work proactively in all facets of the role, consistently seeking out new opportunities
• Proactively work with and respond to clients professionally
• Be aware of and maintain Carrier product information, rate changes and rules

Skills

• Experience with Life Insurance products is required
• Minimum two-three years of related experience
• Experience in insurance and financial services
• Bachelor's Degree or equivalent work experience
• Experts in life portfolio
• Life, Health, FINRA Series 6 or 7 and Series 63 (a plus or obtain within 90 days)
• Working knowledge of Insurance industry software
• Ability to maintain a high level of confidentiality
• Enthusiastic and positive approach to problem-solving and client service
• Proven track record with cross-training, task-sharing and mutually supportive teamwork
• Must be able to innovative, pro-actively manage time and follow through to complete tasks
• Proven experience working in client support, portfolio management, relationship management or paraplanner role, within the financial services industry
• Diplomacy and strong business acumen with proven experience positively influencing others and developing and improving business processes
• Advanced computer skills and proficiency in AI, Claude, Microsoft Office products and CRM applications
• Highly organized and project management skills required; ability to shift and reorganize in order to accommodate change
• Ability to prioritize workflow and requests for deliverables based on stated needs of advisor and client relationships and their meaningfulness and impact to the success of the business unit
• Equivalent level of passion pertaining to the success of the team and his/her colleagues in comparison to one's own desired career path and measure of success, i.e. team player first
• Ability to portray confidence, persuasiveness, and credibility over the phone, in virtual meetings and potentially in person

Benefits

• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

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