Optimized Insurance Planning
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.
Referrals increase your chances of interviewing at Optimized Insurance Planning by 2x.
Get notified about new Planning Associate jobs in
Roanoke, TX .
#J-18808-Ljbffr
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.
Referrals increase your chances of interviewing at Optimized Insurance Planning by 2x.
Get notified about new Planning Associate jobs in
Roanoke, TX .
#J-18808-Ljbffr