VP Product and Case Design, LIfe Insurance

EPIC Brokers•Boca Raton, FL

58d•$80,000 - $100,000•Hybrid

About The Position

We are excited to offer an exceptional opportunity for an experienced product, planning and design expert in the Life Insurance profession. This professional will advise our clients on the best options. Our clients include RIAs, BD’s, P&C and Employee Benefit professionals, CPA and Law Firms, private equity firms, high and ultra-high-net-worth individuals and corporations all counting on us to provide world class solutions and experience within the insurance space. You will design, implement and analyze effective strategies that align with our clients’ goals. This position is a role in strategy and execution, including development, positioning and creativity. As a successful team member, you will be responsible for assisting in developing strategies, planning and coordinating efforts, communicating plans to those involved, and building awareness and positioning. What to expect: We have a professional fast-paced environment, and our service is the key to our success. Because of the dynamics in the risk consulting and insurance industry. Our firm has become one of the largest, attaining a top spot amongst all insurance brokerage firms in the US across risk consulting/insurance brokerage services. Opportunity to grow and learn are in abundance and we look forward to adding you to our team of professionals!

Requirements

Minimum 5+ years experience in insurance and financial services.
Bachelor's Degree or equivalent work experience
Highly analytical with strong problem-solving skills
Highly customer-focused with the ability to think strategically and provide a clear vision that promotes team collaboration
Adept at excelling in a fast-paced environment with changing business priorities and technological needs
Comprehensive understanding of the life insurance industry and individual life products, including UL, IUL, VUL, Term, WL and the necessary product illustration systems.
Life, Health, FINRA Series 6 or 7 and Series 63 (a plus or obtain within 90 days).
Expertise within Winflex, Carrier Software, Ensight, any other systems.
Ability to maintain a high level of confidentiality
Enthusiastic and positive approach to problem-solving and client service
Proven track record with cross-training, task-sharing and mutually supportive teamwork
Must be able to innovative, pro-actively manage time and follow through to complete tasks
Proven experience working in client support, relationship management within the financial services industry
Advanced computer skills and proficiency in Microsoft Office products and CRM
Highly organized and project management skills required; ability to shift and reorganize in order to accommodate change
Ability to prioritize workflow and requests for deliverables based on stated needs of advisor and client relationships and their meaningfulness and impact to the success of the business unit.
Ability to portray confidence, persuasiveness, and credibility over the phone, in virtual meetings and potentially in person.

Responsibilities

Support key external and internal clients
Client Consultation: Conduct consultations with clients to understand their needs, goals, and risk tolerance.
Analysis: Analyze various life insurance policies to determine the best fit for clients' financial plans.
Recommendations: Provide tailored recommendations on life insurance policies that align with clients' objectives.
Education: Educate clients on the benefits and features of life insurance solutions.
Compliance: Ensure all recommendations and transactions comply with regulatory requirements and company policies.
Collaboration: Work closely with advisors and other team members to integrate life insurance solutions into comprehensive financial plans.
Market Research: Stay up-to-date with industry trends, product developments, and regulatory changes.
Preparation for client meetings, including paperwork, and preparing materials
Work proactively in all facets of the role, consistently seeking out new opportunities
Proactively work with and respond to clients professionally.

Benefits

Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation