Planning Associate

Company Description

Optimized Insurance Planning (OIP) is a national firm of experienced insurance planners dedicated to a client‑centric experience. We understand and embrace a holistic financial planning process with how we approach risk management solutions to include annuities and life and long‑term care insurance. We achieve this by enhancing impactful relationships with Financial Professionals who are committed to acting in a Client’s Best Interests.

The Planning Associate will be a vital force in propelling OIP forward, directly contributing to the delivery of client‑centric risk management solutions, including life, long‑term care, and annuity products. This dynamic role is perfect for an ambitious and energetic professional ready to jump in, own their client relationships, and ensure a seamless, high‑impact, holistic financial planning experience that consistently places the client’s best interests first.

• Collaborate closely with Financial Professionals to design and deliver customized insurance planning solutions that put clients first
• Support the sales process from start to finish by preparing analyses, illustrations, and planning materials that power confident recommendations
• Conduct research on insurance products, risk management strategies, and planning concepts to support innovative, well‑informed solutions
• Serve as a key point of coordination by maintaining accurate client records, CRM data, and documentation, ensuring a seamless client experience
• Assist with client meetings, follow‑ups, and ongoing relationship management, helping to build long‑term trust and loyalty
• Proactively manage workflows, deadlines, and deliverables to keep plans moving efficiently and professionally
• Translate complex insurance and planning concepts into clear, client‑friendly communication
• Uphold Optimized Insurance Planning’s commitment to excellence by ensuring compliance, accuracy, and attention to detail in every interaction
• Continuously learn and grow by staying current on industry trends, products, and best practices, contributing ideas that improve the team and client outcomes

• Bachelor’s degree in Finance, Business, or a related field preferred
• Experience in client‑facing or sales support roles
• Prior experience in financial or insurance services including life, annuities, and long‑term care (preferred)
• Proven ability to build, strengthen, and maintain client relationships
• Strong written and verbal communication skills
• Highly organized with excellent time‑management and attention to detail
• Self‑motivated, proactive problem‑solver with a growth mindset
• Ability to work independently while collaborating effectively within a team

All your information will be kept confidential according to EEO guidelines.

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