Planning Specialist

• Translate advisor-submitted client data into structured planning proposals that address a wide range of client objectives, from common retirement income, longevity and risk management concerns to advanced tax and estate planning needs.
• Design clear, modular planning recommendations that advisors can present directly to clients, connecting how asset management, annuities and life insurance each support the broader plan.
• Evaluate advisor goals and client constraints to identify suitable product strategies—using product knowledge as a tool within a planning framework, not the end goal.
• Guide advisors through technical questions related to planning logic, case design, suitability considerations, and the strategic role of individual solutions.
• Support field underwriting diligence by helping advisors understand risk factors and set appropriate expectations with applicants.
• Create and refine planning deliverables (summaries, scenario comparisons, plan modules) that elevate advisor professionalism and deepen client trust.
• Provide thoughtful, planning-first support via platform messaging, live phone support and case consultations—bringing clarity and direction to sales-oriented advisors who rely on deep technical expertise.
• Collaborate with the Planning team to evolve our tools, templates, workflows, and internal knowledge base as our offering grows.

• A deep knowledge of insurance products, especially annuities.
• 1-2 years of experience in financial planning or paraplanning.
• Excellent verbal and written communication skills, with a keen attention to detail.

Demonstrates deep knowledge of insurance products, particularly annuities, and possesses strong financial planning skills. Excels in communication and attention to detail while providing technical support and guidance to advisors.