[Hiring] Financial Planning and Design Coordinator with Life Insurance Product Expertise @EPIC Brokers

Role Description

Come join Vanbridge, an EPIC company and its Life & Executive Benefits platform to continue our lead in the insurance and risk advisory consultation space. EPIC Insurance Brokers & Consultants along with our family of companies has revenues over $1 Billion. We are proud to consistently be a best place to work with outstanding benefits, camaraderie around the country.

This position is a role in strategy and execution, including development, positioning, creativity, and execution. As a successful hire, you will be responsible for:

• Assisting in developing strategies, planning and coordinating efforts.
• Communicating plans to those involved.
• Building awareness and positioning.

We have a professional fast-paced environment, and our service is the key to our success. Our firm has become one of the largest, attaining a top spot amongst all insurance brokerage firms in the US across risk consulting/insurance brokerage services.

Qualifications

• Minimum two-three years of related 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 within 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.
• Proven experience working in client support, portfolio management, relationship management or paraplanner role, within the financial services industry.
• Advanced computer skills and proficiency in AI, Claude, Microsoft 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.
• Ability to portray confidence, persuasiveness, and credibility over the phone, in virtual meetings and potentially in person.

Requirements

• Support key external and internal clients.
• Able to manage multiple, concurrent projects and deliverables.
• Play an important role in Vanbridge’s growth and management.
• 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.
• Adept at excelling in a fast-paced environment with changing business priorities.
• Conduct thorough consultations with clients to understand their financial needs, goals, and risk tolerance.
• Analyze various life insurance policies to determine the best fit for clients' financial plans.
• Provide tailored recommendations on life insurance policies that align with clients' objectives.
• Assist clients with the application process, policy management, and any necessary adjustments to their coverage.
• Educate clients on the benefits and features of different annuity and life insurance solutions.
• Ensure all recommendations and transactions comply with regulatory requirements and company policies.
• Work closely with advisors and other team members to integrate annuity and life insurance solutions into comprehensive financial plans.
• Stay up-to-date with industry trends, product developments, and regulatory changes.
• Comprehensive understanding of the life insurance industry and individual life products.
• Preparation for client meetings, including paperwork and preparing presentation materials.
• Prepare and deliver correspondence and other client communication.
• Work collaboratively with Advisors throughout the planning process.
• Work proactively in all facets of the role, consistently seeking out new opportunities.
• Proactively work with and respond to clients professionally.
• Be aware of and maintain Carrier product information, rate changes, and rules.

Benefits

• Generous Paid Time Off.
• Managed PTO for salaried/exempt employees; 22 PTO days starting out for hourly/non-exempt employees.
• 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.
• 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 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs.
• 50/50 Work Culture supporting collaboration, teamwork, and an inclusive work environment.
• EPIC Gives Back – charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation.