Life Insurance Strategy & Design Coordinator - Remote

Epic Insurance; Jersey City (NJ); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Generous paid time off

401(k) matching

Parental leave

Employee referral bonus

Pet insurance

Job summary

Epic Insurance is looking for a Financial Planning and Design Coordinator with expertise in Life Insurance products. This role involves developing strategies for diverse clients, including financial institutions and high-net-worth individuals.

The ideal candidate should have a Bachelor's degree and 2-3 years of relevant experience, along with strong skills in project management and financial analysis. Open to remote candidates, the position emphasizes collaboration and a customer-first approach.

Qualifications

• Minimum 2-3 years of related experience in insurance and financial services.
• Expertise in life portfolio products is essential.
• Knowledge of FINRA Series 6, 7, or 63; licensure is a plus.

Responsibilities

• Support key external and internal clients effectively.
• Manage multiple concurrent projects and deliverables.
• Conduct client consultations to understand financial needs.

Skills

Life Insurance expertise

Financial analysis

Project management

Customer focus

Analytical skills

Education

Bachelor's Degree or equivalent work experience

Tools

Microsoft Office

CRM applications

Insurance industry software

Job description

Epic Insurance is looking for a Financial Planning and Design Coordinator with expertise in Life Insurance products. This role involves developing strategies for diverse clients, including financial institutions and high-net-worth individuals.

The ideal candidate should have a Bachelor's degree and 2-3 years of relevant experience, along with strong skills in project management and financial analysis. Open to remote candidates, the position emphasizes collaboration and a customer-first approach.