Apply on Employer Site

EPIC Insurance Brokers & Consultants · 1 day ago

SVP Business Development & Life Advisory-Executive Benefits

United States

Full-time

Remote

Mid, Senior Level

$100K/yr - $300K/yr

5+ years exp

EPIC Insurance Brokers & Consultants, through its subsidiary Vanbridge, specializes in bridging the insurance and capital markets to enhance client financial performance. The SVP, Business Development and Advisory, Life & Executive Benefits is tasked with driving new business and managing client relationships within the Life & Executive Benefits division, leveraging a team of interdisciplinary professionals to provide comprehensive consulting services.

ConsultingFinancial ServicesInsuranceProperty InsuranceRetail

Hiring Manager

Sylvia Schafer

Responsibilities

Comfort operating in a fast-paced environment promote insurance and executive benefit sales with advisors within RIAs, CPA firms, family offices, BD’s, P&C, Benefits and other specialties

Collaborate with the Specialists and Practice Leaders to promote the integration of insurance solutions into client's holistic planning

Provide support to the firms and their professionals, including but not limited to: point of sale and/or direct client advisory, “Zoom” meetings with advisors, clients, their legal and/or tax advisors

Working with internal teams during the design process

Research and analysis skills, with the ability to synthesize and interpret data

Stresses critical thinking and logic when problem-solving; can think creatively and "out of the box"

Organizational and time management skills; ability to manage multiple priorities

Incrementally grow book of business, account, etc. to reflect a strategic business plan

Maintain proactive sales relationships with advisors through ongoing profiling, constant relationship-building, and refining and refreshing base

Remain contemporary on relevant industry, legislative and tax-related issues

Qualification

Executive benefits experienceInsurance industry knowledgeFinancial services experienceFINRA SIESeries 7LifeAnnuityHealth licensingMulti-life program designCorporate owned life insuranceAdvanced business planningMicrosoft Office proficiencyCRM applicationsOrganizational skillsTime management skillsCritical thinkingCreative problem-solvingSelf-drivenRelationship-building

Required

Bachelor's degree strongly preferred or equivalent work experience

5+ years within the executive benefits, insurance and financial services industry

Ability to multi-task and work in a fast-paced team environment, with minimal supervision

Self-driven and independent worker with a sense of urgency and drive towards results

Life, Annuity and Health Insurance licensing required

Experience with multi-life life and disability program design

Experience in direct client facing roles, comfortable collaborating with outside professional advisors such as CPAs, financial advisors, employee benefits and property, casualty producers, and attorneys

Experience with corporate owned life insurance (COLI) program design

An understanding of advanced and business planning concepts

Skill in use of Microsoft Office and CRM applications

Understanding of current market issues and trends as it relates to the insurance/financial industry and tax-related ramifications

Organized, professional, productive and entrepreneurial individuals

Preferred

FINRA SIE, Series 7 and 66 preferred, minimum series 6, 63

Company

EPIC Insurance Brokers & Consultants

We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.

Founded in 2007

San Francisco, California, USA

1001-5000 employees