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Closed on July 19, 2026.
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Finance and Insurance Specialist
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Job Description
The Finance and Insurance Specialist role is an onsite position in Dayton, OH at Feldmeyer Financial Group. The role centers on building comprehensive client strategies through financial planning, coordinating insurance quotes across multiple software platforms, and overseeing underwriting and ongoing insurance needs while delivering strong client service. Compensation is $25 to $27 per hour, and a bachelor’s degree with at least one year of relevant experience are required or preferred as noted.
Responsibilities
- Develop client-facing deliverables from advisor meetings to support informed decision-making
- Oversee all insurance policies, including life, disability, and long-term care
- Collaborate with insurance partners to obtain quotes and align coverage options with advisor recommendations
- Manage the underwriting process with carriers and the client throughout the cycle
- Coordinate with insurance carriers and clients to resolve issues and provide ongoing support
- Maintain and track detailed insurance policy information
- Assist in preparing reports and other client-facing documents
- Provide administrative support to the financial advisory team as needed
Requirements
- Bachelor's degree (preferred in business or economics)
- Ohio life insurance license (preferred)
- 1–3 years of experience in the financial planning industry
- Familiarity with financial software including Fidelity’s Wealthscape
- Strong computer skills with Microsoft Word, Excel and PowerPoint
- Attention to detail and strong organizational abilities
- Efficient time management and the ability to multi-task
- Friendly and outgoing communication style for client interactions
- Polite and professional phone demeanor
- Positive attitude with a commitment to ongoing learning and growth
Technologies
- Microsoft Outlook
- Fidelity Wealthscape
- Zoom
- Jump
- MoneyGuidePro
- Holistiplan
- Wealth.com
- BlackDiamond
- DocuSign
Benefits
- 401(k)
- 401(k) matching
- Paid time off
- Paid training
- Parental leave
- Professional development assistance
Application Question(s)
- What excites you the most about this position?
- What experience do you have working in the personal financial advice or life insurance field?
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