Life Insurance Planning & Design Specialist (Remote)

Epic Insurance; New York (NY); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Generous Paid Time Off

401(k) matching

Pet Insurance

Employee recognition programs

Job summary

Epic Insurance is seeking a Financial Planning and Design Coordinator proficient in Life Insurance to provide strategic advice to a variety of clients including CPAs and private equity firms. This role requires strong analytical and project management skills along with the ability to conduct thorough consultations to tailor life insurance solutions that fit clients' needs.

The ideal candidate will have a minimum of 2-3 years experience in a financial services environment, a Bachelor’s degree, and expertise in client support. The role offers a competitive salary package with generous benefits including PTO and employee recognition programs.

Qualifications

• Minimum two to three years of related experience is required.
• Expertise in managing life insurance portfolios.
• Proven track record of excellent client service.

Responsibilities

• Support key clients with life insurance product consultations.
• Manage multiple client projects ensuring timely delivery.
• Analyze life insurance policies and provide tailored recommendations.

Skills

Life Insurance Product Expertise

Client Support

Financial Services Experience

Analytical Skills

Project Management

Education

Bachelor’s Degree or equivalent work experience

Tools

CRM applications

Microsoft Office

AI Tools (e.g., Claude)

Job description

Epic Insurance is seeking a Financial Planning and Design Coordinator proficient in Life Insurance to provide strategic advice to a variety of clients including CPAs and private equity firms. This role requires strong analytical and project management skills along with the ability to conduct thorough consultations to tailor life insurance solutions that fit clients' needs.

The ideal candidate will have a minimum of 2-3 years experience in a financial services environment, a Bachelor’s degree, and expertise in client support. The role offers a competitive salary package with generous benefits including PTO and employee recognition programs.