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EPIC Brokers

Financial Planning and Design Coordinator with Life Insurance Product Expertise

EPIC Brokers · Remote US Based

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 regarding life insurance products. Responsibilities include conducting client consultations, analyzing policies, providing tailored recommendations, and ensuring compliance with regulatory requirements. The role demands strong project management skills and the ability to thrive in a fast-paced environment while collaborating with various stakeholders.

Our read on this posting2.8out of 5
benefits
5/5
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
  • Strong aptitude in technology
  • Highly analytical with strong problem-solving skills

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
  • Diplomacy and strong business acumen
  • Proven track record with cross-training and teamwork
  • Ability to portray confidence 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 including paid parental leave and organ donor leave
  • Employee referral bonus program of $1,500 per hired referral
  • Employee recognition programs
  • Professional growth & development opportunities

Worth weighing

  • Remote position with preference for candidates near the NY Metro area
  • No specific mention of the technology stack used
  • Fast-paced environment may require adaptability to changing 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.

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