Jr. Product Manager

About Optifino

Optifino is a digital Brokerage General Agency (BGA) built by accomplished financial services veterans to radically simplify the life insurance user experience. Optimizing financial and life insurance planning with cutting-edge AI to streamline portfolio management, our tools make it easier for advisors to visualize and identify the right insurance products for their clients at the right time. What used to take hours or even days now takes a matter of minutes.

Optifino and Covr Financial Technologies, an award-winning provider of digital insurance solutions, announced a merger in September 2025 to create Digital BGA 3.0. This merger unites Covr’s robust operational and compliance infrastructure with Optifino’s cutting-edge AI-powered case design and analytics platform.

Position Overview

In this highly visible role as a Jr. Product Manager, you will sit at the core of our business at the crossroads of strategy, product management and analytics, working closely with Executives and helping develop business strategy, growth plans and drive execution. You will make meaningful and measurable improvements impacting an abundance of both internal and external clients and customers. You will lead key cross-functional projects across the business, collaboratively working with senior leaders, and be critically involved in strategic planning, problem solving, and making decisions impacting overall business.

Responsibilities

• Work closely with CITO and Directors to lead the execution of key cross functional business initiatives, working efficiently across organization lines.
• Manage tech workstreams and run weekly tech meetings to ensure activities stay on track.
• Assist in developing, leading, and implementing strategic and operational initiatives and projects to enhance revenue growth and / or improve operating margins.
• Communicate and present findings to CITO.
• Define and report on both key metrics and user data to measure the performance of our operations and inform data driven decision making.
• Perform ad hoc research (prospecting, conference preparation, business needs, etc.) to ensure accuracy as well as providing in-depth knowledge and context for decision making.
• Work with external firms during prospecting and implementation to accelerate partnerships and ensure quick and accurate communication with key stakeholders.
• Performs other duties and projects as assigned.

Education and Experience

• BA required
• 1-3 years of product management experience
• Strong mathematical background
• Working in the financial services or insurance industries preferred
• Previous experience working in a venture-backed, start-up preferred
• Track record of using analytics to support decision-making, with the ability to dig deep into data and identify the right insights

Benefits

We offer a competitive benefits package:

• Competitive salary with annual incentive bonus
• Paid Time Off (PTO): 3 weeks to start, increasing with years of service.
• Paid holiday’s – 11 days
• Medical, Dental and Vision – 80% of monthly premium paid by Covr for all full-time employees
• Adult and child orthodontia
• Health Savings Account (HSA) with quarterly company contributions
• Short-Term and Long-Term Disability
• Pet insurance for cats and dogs!
• Company paid Life and AD&D insurance for all full-time employees.
• Supplemental Life and AD&D insurance up to 5x’s salary for employee
• Supplemental Life and AD& D plans offered for spouse and dependents
• Flexible Spending Accounts (FSAs): medical, dependent, parking and transit