EPIC Insurance Brokers & Consultants
Financial Planning and Design Coordinator with Life Insurance Product Expertise
RemoteUnited States only
- Role
- Finance
- Experience
- Mid
- Company size
- Enterprise
$75k–$90k/yr
Check eligibility
Open to US only. Set where you work from to check your eligibility.
No BS summary
Experienced life insurance product, planning and design professional with 2–3+ years in insurance/financial services. Must know life insurance products, portfolio work, insurance software, AI/Claude, Microsoft Office, CRM tools, and ideally have or obtain Life, Health, FINRA Series 6 or 7 and Series 63. Remote is possible, but US-based candidates close to the NY Metro area are preferred.
Core skills
Life insurance productsFinancial planningPolicy analysis
Required skills
AI toolsClaudeInsurance industry softwareLife product illustration systemsMicrosoft OfficeCRM applications
What you'll do
- Support key external and internal clients
- Manage multiple, concurrent projects and deliverables
- Play an important role in Vanbridge’s growth and management, ensuring connectivity across communications while guiding and supporting partners in strategy and execution
- Apply strong aptitude in technology
- Use AI, Claude and other tools
- Apply analytical and problem-solving skills
- Think strategically and provide a clear vision that promotes team collaboration
- Excel in a fast-paced environment with changing business priorities and technological needs
- Conduct thorough consultations with clients to understand their financial needs, goals, and risk tolerance
- Analyze various life insurance policies to determine the best fit for clients' financial plans
- Provide tailored recommendations on life insurance policies that align with clients' objectives
- Assist clients with the application process, policy management, and any necessary adjustments to their coverage
- Educate clients on the benefits and features of different annuity and life insurance solutions
- Ensure all recommendations and transactions comply with regulatory requirements and company policies
- Work closely with advisors and other team members to integrate annuity and life insurance solutions into comprehensive financial plans
- Stay up-to-date with industry trends, product developments, and regulatory changes
- Prepare for client meetings, including paperwork and presentation materials
- Prepare and deliver correspondence and other client communication
- Work collaboratively with Advisors throughout the planning process to ensure completion accurately and promptly
- Work proactively in all facets of the role, consistently seeking out new opportunities
- Proactively work with and respond to clients professionally
- Maintain Carrier product information, rate changes and rules
What they require
- Experience with Life Insurance products is required
- Experienced product, planning and design expert in the Life Insurance profession
- 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 innovate, 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 colleagues in comparison to one's own desired career path and measure of success; team player first
- Ability to portray confidence, persuasiveness, and credibility over the phone, in virtual meetings and potentially in person
- Comprehensive understanding of the life insurance industry and individual life products, including UL, IUL, VUL, Term, WL and the necessary product illustration systems
- 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
Benefits
- Outstanding benefits
- Camaraderie around the country
- Opportunity to grow and learn
- 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
- Generous employee referral bonus program of $1,500 per hired referral
- Employee recognition programs for demonstrating EPIC’s values
- Additional employee recognition awards and programs, including 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 supporting collaboration, teamwork, and an inclusive work environment
- EPIC Gives Back charitable efforts including 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