SVP Business Development & Life Advisory-Executive Benefits

EPIC Insurance Brokers & Consultants, through its subsidiary Vanbridge, bridges the gap between insurance and capital markets, providing clients with comprehensive risk management strategies. The SVP of Business Development and Advisory for Life & Executive Benefits will drive new business and manage existing client relationships, focusing on innovative insurance solutions and financial planning strategies.

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

Requirements:

• 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
• Bachelor's degree strongly preferred or equivalent work experience
• FINRA SIE, Series 7 and 66 preferred, minimum series 6, 63