Financial Planning and Design Coordinator Life Insurance Product Expertise

Financial Planning and Design Coordinator with Life Insurance Product Expertise

1140 Avenue of the Americas 8th Floor, New York, NY 10036

LOCATION:
We are open to hiring remote candidates but the preference is to be located close to the NY Metro area.

PLEASE NOTE:
Experience with Life Insurance products is required.

We are offering an opportunity for an experienced product, planning and design expert in the Life Insurance profession. This professional will advise our clients on the best options and build reviews. Our clients include RIAs, P&C and Employee Benefit professionals, CPA and Law Firms, private equity firms, high and ultra‑high‑net‑worth individuals and corporations. You will design, implement and analyze effective strategies that align with our clients’ goals.

This position is a strategy and execution role, including development, positioning, creativity and execution. Responsibilities include assisting in developing strategies, planning and coordinating efforts, communicating plans to those involved, and building awareness and positioning.

• Support key external and internal clients
• Manage multiple concurrent projects and deliverables
• Play an important role in Vanbridge’s growth and management, ensuring connectivity across communications and guiding partners in strategy and execution
• Strong aptitude in technology
• Experience and knowledge with AI, Claude and other tools
• Highly analytical with strong problem‑solving skills
• Highly customer‑focused with ability to think strategically and provide a clear vision that promotes team collaboration
• Adept at excelling in a fast‑paced environment with changing business priorities and technological needs
• Conduct thorough consultations with clients to understand 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 application process, policy management and any necessary adjustments to coverage
• Educate clients on 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
• Prepare for client meetings, including paperwork and presentation materials
• Prepare and deliver correspondence and other client communication
• Work collaboratively with advisors to ensure completed accurately and promptly
• Proactively seek new opportunities and respond to clients professionally
• Maintain carrier product information, rate changes and rules

• Minimum two‑three years of related experience
• Experience in insurance and financial services
• Bachelor’s Degree or equivalent work experience
• Expertise in life portfolio
• Life, Health, FINRA Series 6 or 7 and Series 63 (preferred 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
• Innovative, proactive time management and follow‑through to complete tasks
• Proven experience in client support, portfolio management, relationship management or paraplanner role within the financial services industry
• Diplomacy and strong business acumen with proven experience positively influencing others and developing and improving business processes
• Advanced computer…