Financial Planning and Design Coordinator with Life Insurance Product Expertise (Life Insurance)

Location: Greenwich, Connecticut; remote candidates may be considered, with a preference for candidates located close to the NY Metro area.

Salary: $65,000–$80,000 annual base pay, excluding bonuses and benefits.

Company

EPIC Insurance Brokers & Consultants is a U.S. insurance brokerage and risk advisory firm with more than 3,000 employees and over 60 offices nationwide.

What you will do

• Consult with clients to understand financial goals, needs, and risk tolerance.
• Analyze life insurance policies and recommend solutions aligned with client objectives.
• Design, implement, and evaluate life insurance and annuity strategies within comprehensive financial plans.
• Support applications, policy management, coverage adjustments, client correspondence, and meeting preparation.
• Collaborate with advisors, partners, and internal teams to coordinate strategy, execution, and deliverables.
• Monitor carrier product information, rates, rules, market developments, and regulatory changes.

Requirements

• Experience with life insurance products is required.
• Two to three years of related experience in insurance, financial services, client support, portfolio management, relationship management, or paraplanning.
• Comprehensive knowledge of individual life products, including UL, IUL, VUL, Term, and WL, as well as product illustration systems.
• Bachelor’s degree or equivalent work experience; knowledge of insurance industry software and CRM applications.
• Strong analytical, problem-solving, organizational, client service, communication, and project management skills.
• Life, Health, FINRA Series 6 or 7, and Series 63 licenses are a plus or may be obtained within 90 days.

Nice to have

• Advanced proficiency with AI tools, Claude, Microsoft Office, and insurance technology.
• Experience with cross-training, task-sharing, process improvement, and collaborative teamwork.

Culture & Benefits

• Fast-paced, collaborative environment focused on client service, teamwork, and growth.
• Paid time off, paid holidays, early-close days, and parental and other leave programs.
• 401(k) matching, medical, dental, vision, wellness, and employee assistance programs.
• Mentorship, tuition reimbursement, leadership development, and employee recognition programs.
• Additional benefits include pet insurance, identity theft protection, legal and family planning support, and employee resource groups.