EPIC Insurance Brokers & Consultants
Financial Planning and Design Coordinator with Life Insurance Product Expertise
RemoteUnited States only· Prefers Jersey, United States
- Role
- Finance
- Experience
- Mid
- Company size
- Enterprise
$75k–$90k/yr
Check eligibility
Open to US only · Prefers Jersey, United States. Set where you work from to check your eligibility.
The listing prefers candidates in Jersey and United States.
No BS summary
Experienced life insurance planning/product specialist with 2–3+ years in insurance or financial services. Must know life products like UL, IUL, VUL, Term, WL, product illustration systems, insurance software, Microsoft Office/CRM, and AI/Claude tools. Life/Health and FINRA Series 6 or 7 and Series 63 are a plus or must be obtained within 90 days.
Core skills
Life insurance productsPolicy analysisFinancial planning
Required skills
AIClaudeInsurance industry softwareMicrosoft OfficeCRM applications
Optional skills
Life, Health, FINRA Series 6 or 7 and Series 63
What you'll do
- 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.
- 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.
- 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.
What they require
- Experience with Life Insurance products is required.
- 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
- Comprehensive understanding of the life insurance industry and individual life products, including UL, IUL, VUL, Term, WL and the necessary product illustration systems.
- Minimum two-three years of related experience
- Experience in insurance and financial services
- Bachelor's Degree or equivalent work experience
- Experts in life portfolio
- Preferred: 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
- Outstanding benefits
- Camaraderie around the country
- Opportunity to grow and learn are in abundance
- 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
- 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
- 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 & 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.
- EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
EPIC Insurance Brokers & Consultants is a fast-growing insurance industry firm headquartered in New York City, founded in 2007, with over 4,000 employees nationwide and locations across the U.S.
$75k–$90k/yr