Life Insurance Planning & Design Specialist (Remote
Remote / Online - Candidates ideally in
New York, New York County, New York, 10261, USA
Listed on 2026-08-15
New York, New York County, New York, 10261, USA
Listing for:
Epic Insurance
Remote/Work from Home
position Listed on 2026-08-15
Job specializations:
-
Insurance
Job Description & How to Apply Below
Location: New York
Epic Insurance is seeking a Financial Planning and Design Coordinator proficient in Life Insurance to provide strategic advice to a variety of clients including CPAs and private equity firms. This role requires strong analytical and project management skills along with the ability to conduct thorough consultations to tailor life insurance solutions that fit clients' needs.
The ideal candidate will have a minimum of 2-3 years experience in a financial services environment, a Bachelor’s degree, and expertise in client support. The role offers a competitive salary package with generous benefits including PTO and employee recognition programs.
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