Planning Associate
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Job Location:
Northlake, IL - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Department:
Job Summary
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 clients 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 Plannings 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 :
- Bachelors 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.
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Direct Sales
- Administrative Skills
- Logistics Distribution
- Facilities Management
- Civil Project Management
- Asic
About Company
Therapy & Beyond is one of the largest BCBA-owned ABA organizations, founded and led by Dr. Regina Crone, BCBA-D, since 2006. At Therapy & Beyond we approach the needs of each patient both individually and as part of a dynamic interdisciplinary team working with experts in applied beh ... View more
