Financial Planning and Design Coordinator – Life Insurance Product Expertise

🔥 0 minutes ago

🗽 New York – Remote

🗽 New York – Remote

💵 $75k - $90k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

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EPIC Insurance Brokers & Consultants

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🛡️ Insurance

🤝 B2B

💼 Consulting

💰 Seed Round on 2007-01

Insurance • B2B • Consulting

EPIC Insurance Brokers & Consultants is a leading insurance brokerage and consulting firm that specializes in providing comprehensive insurance solutions and risk management services to businesses and individuals. With a focus on innovation and customer service, EPIC leverages its expertise to help clients navigate the complex insurance landscape and ensure they have the right coverage for their needs. The firm operates with a commitment to its core values of integrity, excellence, and teamwork, striving to deliver exceptional value to every client.

📋 Description

• Support key external and internal clients • Manage multiple concurrent projects and deliverables • Support Vanbridge’s growth and management while ensuring connectivity across communications • Guide and support partners in strategy and execution • Conduct client consultations to understand financial needs, goals, and risk tolerance • Analyze life insurance policies and determine the best fit for clients’ financial plans • Provide tailored life insurance policy recommendations • Assist with applications, policy management, and coverage adjustments • Educate clients on annuity and life insurance solutions • Ensure recommendations and transactions comply with regulatory requirements and company policies • Collaborate with advisors and team members to integrate insurance solutions into comprehensive financial plans • Research industry trends, product developments, and regulatory changes • Prepare paperwork and presentation materials for client meetings • Prepare and deliver correspondence and client communications • Work collaboratively with advisors throughout the planning process • Respond proactively and professionally to clients • Maintain awareness of carrier product information, rate changes, and rules

🎯 Requirements

• Experience with Life Insurance products required • Minimum two-three years of related experience • Experience in insurance and financial services • Bachelor’s Degree or equivalent work experience • Expertise in life insurance portfolios • Life, Health, FINRA Series 6 or 7, and Series 63 licenses/certifications are a plus or may be obtained within 90 days • Working knowledge of insurance industry software • Experience in client support, portfolio management, relationship management, or paraplanning within financial services • Advanced computer skills and proficiency in AI, Claude, Microsoft Office products, and CRM applications • Highly organized with project management skills • Ability to prioritize workflows and deliverables • Ability to maintain confidentiality • Ability to manage time, follow through, and adapt to changing priorities • Business acumen and experience improving business processes • Ability to communicate confidently and persuasively by phone, in virtual meetings, and potentially in person

🏖️ Benefits

• Generous paid time off • Managed PTO for salaried/exempt employees • 22 PTO days starting out for hourly/non-exempt employees • 12 company-observed paid holidays • 4 early-close days • Paid parental leave • Pregnancy disability and bonding leave • Organ donor/bone marrow donor leave • $1,500 employee referral bonus per hired referral • Employee recognition programs and awards, including trips • Employee Resource Groups, including Women’s Coalition and EPIC Veterans Group • Mentorship Program • Tuition Reimbursement Program • Leadership Development • Pet Insurance • Identity Theft & Fraud Protection Coverage • Legal Planning • Family Planning • Menopause & Midlife Support • 401(k) matching • Medical insurance • Dental insurance • Vision insurance • Wellness and employee assistance programs • Inclusive work environment • EPIC Gives Back charitable efforts, including Donation Connection, Employee Assistance Fund, and People First Foundation