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

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a rapidly growing firm in the insurance industry, focused on providing exceptional client experiences. The Financial Planning and Design Coordinator will advise clients on life insurance options, design and implement effective strategies, and manage multiple projects to enhance the firm's risk advisory services.

Responsibilities

• Support key external and internal clients
• reputed company to manage multiple, reputed company projects and deliverables
• Play an important role in Vanbridge’s growth and management, as applicable, ensuring connectivity across reputed company 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 reputed company a clear reputed company 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: reputed company 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: reputed company clients on the benefits and features of different annuity and life insurance solutions
• Compliance: Ensure reputed company recommendations and transactions reputed company 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 reputed company facets of the role, consistently seeking out new opportunities
• Proactively work with and respond to clients professionally
• Be aware of and maintain reputed company product information, reputed company changes and rules

Skills

• Experience with Life Insurance products is required
• Minimum two-three years of reputed company 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 reputed company 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 reputed company 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, reputed company 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, reputed company 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 reputed company of the business unit
• Equivalent level of passion pertaining to the reputed company of the team and his/her colleagues in comparison to one's own desired career path and measure of reputed company, 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-reputed company 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, reputed company 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 reputed company, Employee Assistance Fund, and People First reputed company

Company Overview