Planning Specialist

Jobtailor; Missouri; On-site; USD 50,000 - 75,000; Full time

Job summary

Jobtailor in Missouri seeks a planning advisor/paraplanner to translate advisor-submitted data into structured planning proposals addressing retirement income, longevity and tax planning needs. You will design modular recommendations showing how asset management, annuities and life insurance support the overall plan.

You will evaluate goals and constraints to select suitable product strategies and guide advisors through planning logic, while supporting underwriting diligence and delivering

Qualifications

• A deep knowledge of insurance products, especially annuities.
• 1-2 years of experience in financial planning or paraplanning.
• Excellent verbal and written communication skills, with a keen attention to detail.

Responsibilities

• Translate advisor-submitted client data into structured planning proposals addressing client objectives.
• Design clear, modular planning recommendations for advisors to present to clients.
• Evaluate goals and constraints to identify suitable product strategies within planning framework.
• Guide advisors through planning logic, case design and suitability considerations.
• Support field underwriting diligence by explaining risk factors and expectations.
• Create and refine planning deliverables—summaries, comparisons, plan modules.
• Provide planning-first support via platform messaging, live phone support and case consultations.
• Collaborate with Planning team to evolve tools, templates, workflows and knowledge base.

Skills

Insurance products

Annuities

Financial planning

Paraplanning

Job description

• Translate advisor-submitted client data into structured planning proposals that address a wide range of client objectives, from common retirement income, longevity and risk management concerns to advanced tax and estate planning needs.
• Design clear, modular planning recommendations that advisors can present directly to clients, connecting how asset management, annuities and life insurance each support the broader plan.
• Evaluate advisor goals and client constraints to identify suitable product strategies—using product knowledge as a tool within a planning framework, not the end goal.
• Guide advisors through technical questions related to planning logic, case design, suitability considerations, and the strategic role of individual solutions.
• Support field underwriting diligence by helping advisors understand risk factors and set appropriate expectations with applicants.
• Create and refine planning deliverables (summaries, scenario comparisons, plan modules) that elevate advisor professionalism and deepen client trust.
• Provide thoughtful, planning-first support via platform messaging, live phone support and case consultations—bringing clarity and direction to sales-oriented advisors who rely on deep technical expertise.
• Collaborate with the Planning team to evolve our tools, templates, workflows, and internal knowledge base as our offering grows.

Requirements

• A deep knowledge of insurance products, especially annuities.
• 1-2 years of experience in financial planning or paraplanning.
• Excellent verbal and written communication skills, with a keen attention to detail.

Core Competencies

Demonstrates deep knowledge of insurance products, particularly annuities, and possesses strong financial planning skills. Excels in communication and attention to detail while providing technical support and guidance to advisors.