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EPIC Brokers

Financial Planning and Design Coordinator with Life Insurance Product Expertise

EPIC Brokers · 1 American Lane, Greenwich, CT 06831

Posted about 2 months ago

or apply directly on EPIC Brokers's site. We never take the application ourselves.

Is this posting real?

This role has been open
72 days
EPIC Brokers's roles stay open a median of 80 days
Reposted
No
Salary listed
No
44% of EPIC Brokers's roles list one
Ghost-job risk at EPIC Brokers
high
115 stale, 0 reposted of 115 open
Hiring momentum
177 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-10-24

Measured from postings appearing on and disappearing from EPIC Brokers's own greenhouse board since 2026-08-03. Full hiring picture for EPIC Brokers.

About this role

The Financial Planning and Design Coordinator will work within the Life & Executive Benefits platform at EPIC Insurance Brokers & Consultants, focusing on advising clients about life insurance products. Daily responsibilities include conducting client consultations, analyzing life insurance policies, providing tailored recommendations, and ensuring compliance with regulatory requirements. The role also involves project management, collaboration with advisors, and staying updated on industry trends.

Our read on this posting2.6out of 5
benefits
4/5
freshness
1/5
career value
4/5
role clarity
4/5
pay transparency
0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of EPIC Brokers as an employer.

What you need

  • Experience with Life Insurance products
  • Minimum two-three years of related experience
  • Experience in insurance and financial services
  • Bachelor's Degree or equivalent work experience
  • Comprehensive understanding of the life insurance industry and individual life products
  • Strong aptitude in technology

Nice to have

  • Life, Health, FINRA Series 6 or 7 and Series 63 (a plus or obtain within 90 days)
  • Diplomacy and strong business acumen
  • Proven track record with cross-training, task-sharing and mutually supportive teamwork
  • Ability to prioritize workflow and requests for deliverables based on stated needs of advisor and client relationships
  • Ability to portray confidence, persuasiveness, and credibility over the phone, in virtual meetings and potentially in person

What you get

  • Generous Paid Time off
  • Managed PTO for salaried/exempt employees; 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
  • Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
  • Generous employee referral bonus program of $1,500 per hired referral
  • Employee recognition programs for demonstrating EPIC’s values
  • Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development

Worth weighing

  • Remote candidates are accepted but preference is for those located close to the NY Metro area
  • No specific details on the company's growth trajectory or future plans are provided
  • The role requires a strong focus on life insurance products, which may limit exposure to other areas of financial services

Summarised from EPIC Brokers's posting. Read the full original.

Listed by EPIC Brokers on their greenhouse job board, last confirmed open on 2026-10-24. PitchMeAI is not the employer.

More roles at EPIC Brokers

All 115 open roles at EPIC Brokers →

Apply to a Financial Planning and Design Coordinator with Life Insurance Product Expertise position at EPIC Brokers - Jobs near me at 1 American Lane, Greenwich, CT 06831