PitchMeAI Jobs
EPIC Brokers

Financial Planning and Design Coordinator with Life Insurance Product Expertise

EPIC Brokers · 1140 Avenue of the Americas 8th Floor, New York, NY 10036

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 focus on advising clients on life insurance products, analyzing policies, and developing tailored recommendations that align with clients' financial goals. This role involves managing multiple projects, collaborating with advisors, and ensuring compliance with industry regulations while providing exceptional client service in a fast-paced environment.

Our read on this posting2.8out of 5
benefits
4/5
freshness
1/5
career value
4/5
role clarity
5/5
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
  • Diplomacy and strong business acumen
  • Proven track record with cross-training, task-sharing and mutually supportive teamwork

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

  • Preference for candidates located near the NY Metro area, although remote candidates are considered
  • No specific mention of the technology stack used beyond general technology aptitude
  • The role requires a proactive approach and the ability to manage changing business priorities

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 →