Planning Specialist

WHAT YOU’LL GET TO DO
Translate advisor-submitted client data into structured planning proposals that address a wide range of client objectives, from common retirement income, longevity and risk management concerns to advanced tax and estate planning needs.
Design clear, modular planning recommendations that advisors can present directly to clients, connecting how asset management, annuities and life insurance each support the broader plan.
Evaluate advisor goals and client constraints to identify suitable product strategies—using product knowledge as a tool within a planning framework, not the end goal.
Guide advisors through technical questions related to planning logic, case design, suitability considerations, and the strategic role of individual solutions.
Support field underwriting diligence by helping advisors understand risk factors and set appropriate expectations with applicants.
Create and refine planning deliverables (summaries, scenario comparisons, plan modules) that elevate advisor professionalism and deepen client trust.
Provide thoughtful, planning-first support via platform messaging, live phone support and case consultations—bringing clarity and direction to sales-oriented advisors who rely on deep technical expertise.
Collaborate with the Planning team to evolve our tools, templates, workflows, and internal knowledge base as our offering grows.
WHAT WE’RE LOOKING FOR IN TEAM MEMBERS
💪 Executer: We’re currently building out many new initiatives and programs. You’ll need to quickly ramp up and start executing. We talk a lot about strategy and high-level ideas, and you should be able to independently translate ideas into action, dig into the details, and make progress toward our team’s goals.
💁 Customer Centric: You’re obsessed with creating an unparalleled customer experience. You lead with compassion, anticipate customer needs and wants, and bring ease and calm to all interactions—knowing every customer interaction is an opportunity to amaze.
🤔 Problem Solver: Working at a startup is rife with challenges. These challenges invigorate you! When you come up against friction or roadblocks, you demonstrate excellent problem solving skills—exploring creative solutions and taking ownership to keep moving forward.
WHAT YOU HAVE
A deep knowledge of insurance products, especially annuities.
1-2 years of experience in financial planning or paraplanning.
Excellent verbal and written communication skills, with a keen attention to detail.