Planning Associate

Company Description

Optimized Insurance Planning (OIP) is a national firm of experienced insurance planners dedicated to a client-centric experience.  We understand and embrace a holistic financial planning process with how we approach risk management solutions to include annuities and life and long-term care insurance.  We achieve this by enhancing impactful relationships with Financial Professionals who are committed to acting in a Client’s Best Interests.

Job Description

The Planning Associate will be a vital force in propelling OIP forward, directly contributing to the delivery of client-centric risk management solutions, including life, long-term care, and annuity products. This dynamic role is perfect for an ambitious and energetic professional ready to jump in, own their client relationships, and ensure a seamless, high-impact, holistic financial planning experience that consistently places the client's best interests first.

Responsibilities:

• Collaborate closely with Financial Professionals to design and deliver customized insurance planning solutions that put clients first
• Support the sales process from start to finish by preparing analyses, illustrations, and planning materials that power confident recommendations
• Conduct research on insurance products, risk management strategies, and planning concepts to support innovative, well-informed solutions
• Serve as a key point of coordination by maintaining accurate client records, CRM data, and documentation, ensuring a seamless client experience
• Assist with client meetings, follow-ups, and ongoing relationship management, helping to build long-term trust and loyalty
• Proactively manage workflows, deadlines, and deliverables to keep plans moving efficiently and professionally
• Translate complex insurance and planning concepts into clear, client-friendly communication
• Uphold Optimized Insurance Planning’s commitment to excellence by ensuring compliance, accuracy, and attention to detail in every interaction
• Continuously learn and grow by staying current on industry trends, products, and best practices, contributing ideas that improve the team and client outcomes
   

Qualifications

• Bachelor’s degree in Finance, Business, or a related field preferred
• Experience in client-facing or sales support roles 
• Prior experience in financial or insurance services including life, annuities, and long-term care (preferred)
• Proven ability to build, strengthen, and maintain client relationships
• Strong written and verbal communication skills
• Highly organized with excellent time-management and attention to detail
• Self-motivated, proactive problem-solver with a growth mindset
• Ability to work independently while collaborating effectively within a team

Additional Information

All your information will be kept confidential according to EEO guidelines.