84 financial planning and design coordinator with life insurance product expertise jobs found

LOCATION: We are open to hiring remote candidates but the preference is to be located close to the NY Metro area. PLEASE NOTE:  Experience with Life Insurance products is required. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees....

LOCATION: We are open to hiring remote candidates but the preference is to be located close to the NY Metro area. PLEASE NOTE:  Experience with Life Insurance products is required. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees....

LOCATION: We are open to hiring remote candidates but the preference is to be located close to the NY Metro area. PLEASE NOTE:  Experience with Life Insurance products is required. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees....

LOCATION: We are open to hiring remote candidates but the preference is to be located close to the NY Metro area. PLEASE NOTE:  Experience with Life Insurance products is required. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees....

As a team member in Internal Audit at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Position Overview This position is part of Internal Audit’s Nationwide Technology (NT) team, providing risk-based assurance and advisory services over technology-enabled processes, systems, and controls across the enterprise. This is a people-leader role focused on IT general controls (ITGCs), IT application controls (ITACs), and technology risks affecting operations, financial reporting, cybersecurity, resilience, data, and customer outcomes. The role also provides flexibility to address the organization’s most significant emerging technology risks as strategies, platforms, delivery models,...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity USAA is seeking a Principal AI Platform Architect to lead the strategy, architecture, and evolution of our enterprise AI platform. This role will define scalable, secure, and compliant AI capabilities that enable generative AI, agentic AI, machine learning, and advanced analytics across the enterprise. Partnering with senior...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity We are seeking a self-motivated, inspirational project management leader to lead our team of dynamic project delivery managers ​in the delivery of a ~$150M - $200M capital ​plan. This leader would be responsible for the strategic design, operational leadership, and coordination of engineering, design, and construction...

The Baldwin Group, a nationwide Registered Investment Advisor, is seeking an Advisor to join our Financial Services team. As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin’s integrated advice platform. You’ll collaborate across practice groups to protect assets, optimize incomes, and help clients achieve long-term financial outcomes. The Financial Wealth Advisor is responsible for providing clients with sound advice regarding their financial planning and investments. Responsibilities include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. PRIMARY RESPONSIBILITIES: ​ Support senior wealth advisors with day-to-day service for individual and household clients,...

Job Description: Penn Mutual is seeking a creative, strategic, and highly collaborative Content Marketing Specialist to join the Sales Strategies Marketing team. In this role, you will partner with subject matter experts across the organization to develop compelling content that supports financial professionals and advances key business initiatives. From concept development and content creation to amplification across multiple channels, you will play a critical role in bringing complex ideas to life through engaging, audience-focused content. The ideal candidate is passionate about storytelling, naturally curious, and eager to learn. They are not afraid to ask thoughtful questions, bring forward fresh ideas, and apply emerging marketing trends, tools, and best practices to strengthen content effectiveness. While experience in financial services is a plus, we are willing to invest in teaching the right candidate about our industry and business. In return, we're...

Job Description: Job Summary The Sr. Manager, Site Reliability Engineering (DevOps), leads a first-level team responsible for enabling secure, reliable, and efficient software delivery across Penn Mutual’s technology environment. This role manages DevOps engineers who support CI/CD platforms, infrastructure automation, cloud enablement, release engineering, deployment standards, developer tooling, and operational support. The Sr. Manager is accountable for team execution, service quality, process discipline, and continuous improvement. This role is expected to lead by example through active, hands-on technical engagement, helping guide complex work, remove delivery obstacles, and reinforce engineering standards. As a technical leader, you will influence architecture, drive automation strategy, and partner closely with SRE, development, and other infrastructure teams to improve delivery velocity, operational resilience, and developer experience. Key Responsibilities •Lead, coach,...

Description Brief Description: The Mainframe Systems Engineer III candidate must have experience in one or more of the following disciplines:  z/OS installation and customization, storage management, hardware configuration, networking, performance management and capacity planning, or ISV installation and customization in a Parallel Sysplex environment.  The candidate must be able to complete work on time in an ever-changing and complex environment and take direction from leaders and managers.  Mentoring is required in this role so mentoring skills and experience are desired.  This position is part of a team that and the candidate must be willing to embrace being a team player. Detailed Description: This candidate will be filling an experienced systems mainframe engineer position.  The candidate must have the following skills: Advanced or expert level SMP/E experience Debugging and tuning experience...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity The Application Support Engineer serves as a Tier 2 (L2) technical support resource within the Association’s Production Management organization. This role is responsible for monitoring, troubleshooting, incident resolution, service restoration, and operational support for critical business applications and services across...

Crum & Forster Company Overview Crum & Forster (C&F) provides market leading property & casualty, accident & health, specialty and standard commercial lines insurance solutions. A true underwriting company, we have a 200-year history of helping our customers manage risk with laser-focused expertise, integrity and discipline. Our people are empowered to make decisions and problem-solve with you smartly and swiftly. Our annual gross written premium is 6.2 billion. C&F enjoys a financial strength rating of "A+" (Superior) by AM Best.   Our most valuable asset is our people. We have 3000 employees, and locations throughout the United States and India. With our employee-first focus, the Company is consistently recognized as a great place to work, earning multiple workplace and wellness awards, including the Great Place to Work® Award, Fortune 100 Best Companies to Work For, Fortune Best Workplaces for Parents, Fortune Best Workplaces...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity The HR Strategy & Planning Director provides strategic leadership and planning support to HR executive leadership by translating enterprise priorities, workforce insights, and business needs into a clear HR strategic direction, multi-year roadmap, and operating plan. Leads HR strategic planning, portfolio prioritization,...

Job Description: Pacific Life is investing in bright, agile and diverse new talent to contribute to our mission of innovating our business and creating a superior customer experience. We’re actively seeking a talented Identity and Access Management (IAM) Engineer who will be responsible for the delivery of Privileged Access Management (PAM) products and capabilities required to support the enterprise infrastructure and business line applications. In this role, you will assist with the development of the PAM strategy and corresponding roadmaps considering the corporate strategy, industry security trends and regulatory requirements. You will also collaborate and coordinate with IT leaders, technologists and support staff to ensure the requirements are clearly defined and established timelines are met. Finally, you will work to improve and track the maturity of the PAM products and capabilities showing increased adoption, speed to market, and resiliency. How you’ll help...

Job Description: Pacific Life is investing in bright, agile and diverse new talent to contribute to our mission of innovating our business and creating a superior customer experience. We’re actively seeking a talented Identity and Access Management (IAM) Manager who will be responsible for the delivery of Identity Governance & Administration (IGA) products and capabilities required to support the enterprise infrastructure and business line applications. In this role, you will assist with the development of the IGA strategy and corresponding roadmaps considering the corporate strategy, industry security trends and regulatory requirements. You will also collaborate and coordinate with IT leaders, technologists and support staff to ensure the requirements are clearly defined and established timelines are met. Finally, you will work to improve and track the maturity of the IGA products and capabilities showing increased adoption, speed to market, and resiliency. How...

Job Description: Pacific Life is investing in bright, agile and diverse new talent to contribute to our mission of innovating our business and creating a superior customer experience. We’re actively seeking a talented Identity and Access Management (IAM) Manager who will be responsible for the delivery of Privileged Access Management (PAM) products and capabilities required to support the enterprise infrastructure and business line applications. In this role, you will assist with the development of the PAM strategy and corresponding roadmaps considering the corporate strategy, industry security trends and regulatory requirements. You will also collaborate and coordinate with IT leaders, technologists and support staff to ensure the requirements are clearly defined and established timelines are met. Finally, you will work to improve and track the maturity of the PAM products and capabilities showing increased adoption, speed to market, and resiliency. How you’ll help move...

Salary range is: This position is bonus and/or commission eligible. CCC Intelligent Solutions Inc. (CCC) is a leading cloud platform for the multi-trillion-dollar insurance economy , creating intelligent experiences for insurers, repairers, automakers, part suppliers, and more. At CCC, we’re making life just work by empowering more than 35,000 businesses with industry-leading technology to get drivers back on the road and to health quickly and seamlessly. We’re pushing boundaries with innovative AI solutions that simplify and enhance the claims and repair journey. Through purposeful innovation and the strength of its connections, CCC technologies empower the people and industry relied upon to keep lives moving forward when it matters most. Learn more about CCC at www.cccis.com .   The Role The ELEVATE Accounting Advisor partners with automotive repair clients to assess, improve, and standardize accounting, financial management, and operational processes. As a...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Role: Consultant, Business Delivery Primary Assignment: Product Owner – Data & Analytics (Pet) Compensation Range: G3 As a Business Delivery Consultant , you will play a versatile and vital role in bridging business needs and IT solutions. Your primary responsibility will be to serve as the Product Owner for the Data & Analytics scrum team supporting the Pet line , where you will be accountable for maximizing the value delivered through analytics, reporting, and data‑driven...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Reporting directly to the Head of I.T. Audit, the AVP, Audit Services - Cybersecurity & Core Technology will lead audit assurance and advisory services across the Cybersecurity and Core Technology Audit portfolios, including technology infrastructure, security operations, resiliency, cloud, artificial intelligence,...