Financial Planning and Design Coordinator – Life Insurance Product Expertise

This is a fully remote position, open to applicants in New York.

📋 Description

• Provide support to vital external and internal clients.

• Oversee multiple projects and deliverables simultaneously.

• Contribute to Vanbridge’s growth and management while ensuring effective communication.

• Assist partners with strategic guidance and implementation.

• Conduct consultations with clients to assess their financial needs, objectives, and risk tolerance.

• Evaluate life insurance policies to identify the best options for clients’ financial plans.

• Offer customized life insurance policy suggestions.

• Aid in the application process, policy management, and adjustments to coverage.

• Inform clients about annuity and life insurance offerings.

• Ensure that recommendations and transactions adhere to regulatory standards and company policies.

• Work collaboratively with advisors and team members to weave insurance solutions into holistic financial plans.

• Investigate industry trends, product innovations, and regulatory developments.

• Prepare documentation and presentation materials for client meetings.

• Compose and manage correspondence and communications with clients.

• Collaborate with advisors throughout the financial planning process.

• Respond to clients proactively and in a professional manner.

• Stay informed about carrier product details, rate adjustments, and regulations.

⛳️ Requirements

• Proven experience with Life Insurance products is essential.

• At least two to three years of relevant experience required.

• Background in insurance and financial services is necessary.

• Bachelor’s Degree or equivalent professional experience is required.

• Proficiency in managing life insurance portfolios.

• Life, Health, FINRA Series 6 or 7, and Series 63 licenses/certifications are advantageous or must be acquired within 90 days.

• Familiarity with insurance industry software is important.

• Experience in client support, portfolio management, relationship management, or paraplanning in financial services is preferred.

• Advanced computer skills and proficiency in AI, Claude, Microsoft Office, and CRM applications are necessary.

• Highly organized with strong project management capabilities.

• Ability to prioritize tasks and deliverables effectively.

• Ability to uphold confidentiality.

• Strong time management skills, with the ability to follow through and adapt to changing priorities.

• Business acumen and a track record of enhancing business processes.

• Ability to communicate confidently and persuasively via phone, virtual meetings, and potentially in-person settings.

🏝️ Benefits

• Generous paid time off.

• Managed PTO for salaried/exempt employees.

• 22 PTO days for hourly/non-exempt employees from the start.

• 12 paid holidays recognized by the company.

• 4 early-close days.

• Paid parental leave.

• Pregnancy disability and bonding leave.

• Leave for organ and bone marrow donation.

• $1,500 employee referral bonus for each hired referral.

• Employee recognition programs and awards, including trips.

• Employee Resource Groups such as Women’s Coalition and EPIC Veterans Group.

• Mentorship Program.

• Tuition Reimbursement Program.

• Leadership Development opportunities.

• Pet Insurance.

• Identity Theft & Fraud Protection Coverage.

• Legal Planning resources.

• Family Planning assistance.

• Support for Menopause & Midlife issues.

• 401(k) matching contributions.

• Medical insurance coverage.

• Dental insurance coverage.

• Vision insurance coverage.

• Wellness and employee assistance programs.

• An inclusive work environment.

• EPIC Gives Back charitable initiatives, including Donation Connection, Employee Assistance Fund, and People First Foundation.