PitchMeAI Jobs
EPIC Brokers

Financial Planning and Design Coordinator with Life Insurance Product Expertise

EPIC Brokers · 499 Washington Blvd, 8th Floor, Suite 810, Jersey City, NJ 07310

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, advising clients on life insurance products and strategies. Responsibilities include conducting client consultations, analyzing policies, providing tailored recommendations, and ensuring compliance with regulations. The role requires strong project management skills and the ability to collaborate effectively with advisors and team members in a fast-paced environment.

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)
  • Working knowledge of Insurance industry software
  • Proven experience working in client support, portfolio management, relationship management or paraplanner role, within the financial services industry
  • Diplomacy and strong business acumen
  • Ability to portray confidence, persuasiveness, and credibility over the phone and in virtual meetings

What you get

  • Generous Paid Time off
  • Managed PTO for salaried/exempt employees; 22 PTO days 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

  • No specific salary range mentioned for the role, only a national average
  • The role requires a strong understanding of various life insurance products, which may limit candidates without this expertise
  • Fast-paced environment may not suit everyone, especially those preferring a more stable work setting

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 499 Washington Blvd, 8th Floor and 3 more locations