Financial Planning and Design Coordinator with Life Insurance Product Expertise
Core
Design, implement, and analyze life insurance strategies for high-net-worth individuals, corporations, and financial advisors.
Role type
Life Insurance Product Planning and Design Coordinator
Builds
Integrated insurance solutions centered around financial and investment advisory needs
Domain
Insurance brokerage and financial planning
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Life insurance product expertise (UL, IUL, VUL, Term, WL), policy analysis, client consultation, regulatory compliance, market research, project management, CRM applications
Preferred skills
FINRA Series 6, 7, and 63 licenses, AI tool proficiency (Claude), carrier product knowledge
Technologies
Microsoft Office, CRM applications, AI tools (Claude)
Responsibilities
Conduct client consultations to understand financial needs and risk tolerance; Analyze life insurance policies to determine best fits; Provide tailored recommendations on life insurance and annuity solutions; Assist clients with application processes and policy management; Educate clients on product features; Ensure regulatory compliance; Collaborate with advisors to integrate solutions into comprehensive financial plans; Stay updated on industry trends and regulatory changes.
Seniority
Mid-level, hands-on IC
