Planning Specialist

Covisum®, a financial tech company based in Omaha, Nebraska, is seeking a self-motivated, detail-oriented, and customer-focused communicator to facilitate success and growth for our new and existing customers. We support financial advisors, institutions and their clients.

The Planning Specialist will act as a technical and subject matter resource for all Covisum tools and answer questions about how to use our software and related materials via email, chat, phone, and video. The selected candidate will undergo training and grow to become a subject matter expert on our software solutions and the context in which they can help financial services professionals serve their clients and grow their businesses.

We work as a team and succeed as a team. We’re a learning organization that believes in our people and we dedicate time and resources to helping them grow. We respect each other and laugh together. On Fridays, we dress casually and leave at 2:30 p.m.

Responsibilities for the Planning Specialist position include, but are not limited to:

  • Developing extensive knowledge of Social Security system, tax-efficient planning, portfolio risk and financial planning-related rules and concepts.
  • Accurately and efficiently answering advisor questions related to Social Security Timing®, Tax Clarity®, SmartRisk™, Income InSight® and other Covisum software and program materials.
  • Assist advisors in constructing and updating financial plans including researching financial planning questions and options.
  • Provide guidance to advisors and institutions in preparing financial analyses for clients, including retirement analysis, estate-planning analysis and risk management requirements.
  • Identify and communicate sales opportunities to business development and/or customer success team members.
  • Working collaboratively with the Director of Customer Service to identify, document and implement opportunities for business growth and improvement.
  • Completing other tasks as assigned.

Qualifications:

  • Strong desire to learn and succeed
  • Strong interpersonal skills
  • Self-motivated
  • Detail-oriented
  • Able to prioritize tasks in a fast-paced environment
  • Adaptable to change
  • High school diploma or equivalent required
  • Bachelor’s degree preferred
  • Certification or designation such as FPQP, CPA or RICP or comparable designation required
  • Minimum of three years of industry experience or mastery of all Covisum tools preferred

Competitive salary with incentive compensation opportunities beginning after 90 days.

Covisum is a subsidiary of Senior Market Sales, Inc., a leading insurance marketing organization focused on Medicare solutions, long-term care insurance, life insurance and annuities, recognized as a leader within the insurance and financial services industry.

This position is based in Omaha, Nebraska. Training is immediate and ongoing. We offer a stable, professional and friendly environment that allows qualified candidates to grow within the organization.

Qualified candidates should submit resume and salary requirements. This posting will remain open until a qualified candidate is hired.

Equal Opportunity Employer; SMS participates in the E-Verify system.

Job Type: Full-time

Experience:

  • Financial Industry: 3 years (Preferred)

Education:

  • Bachelor's (Preferred)