AVP, Product And Case Design, Annuities

AVP, Product and Case Design, Annuities

Location: Remote or Hybrid to Clive, IA. Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" – people who know what they want and aren't afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW: Come join Vanbridge, an EPIC company and its Life & Executive Benefits platform to continue our lead in the insurance and risk advisory consultation space. EPIC Insurance Brokers & Consultants along with our family of companies has revenues of over $1 Billion. We are proud to consistently be a best place to work with outstanding benefits, camaraderie around the country. Today, we are a unique and innovative risk management, executive and employee benefits insurance brokerage and consulting firm with offices and leadership across the country. EPIC Insurance Brokers & Consultants, has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, benefits, unique specialty program insurance, and private client services.

We believe the success of our model is a direct result of providing an exceptional client experience.

In today's challenging environment it is essential our clients have a risk advisory team with experience not only in the technical nuances of their profession but professionals that have navigated through market cycles and think beyond traditional solutions. One of our firm's key competitive advantages is our ability to provide integrated insurance solutions centered around business, individual, financial and investment advisory needs.

The opportunity: We are excited to offer an exceptional opportunity for an experienced financial expert in the annuity and insurance profession to grow, manage, build new clients, as well as oversee current markets. Our clients, range from RIAs, BD's, P&C, Employee Benefit, CPA, Law Firms, to private equity firms, high and ultra-high-net-worth individuals and corporations count on us to provide world class solutions and experience within the insurance and risk management space. You will design, implement, and monitor effective strategies that align with our clients' goals.

This position is a key role in strategy and execution, including development, positioning, creative execution, and servicing. As a successful hire, you will be responsible for developing strategies, planning, and coordinating efforts, communicating plans to those involved, and building awareness and positioning for the Vanbridge brand.

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, you must be able to learn quickly, enjoy live communication and thrive meeting and exceeding goals. You must also feel comfortable receiving feedback on your work and coaching from the executive team. 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!

Position Responsibilities:

• Support key internal and external clients
• Play an important role in Vanbridge's annuity growth and management, as applicable, ensuring connectivity across all communications while guiding and supporting partners in strategy and execution.
• Preparation for client meetings, including paperwork, and preparing presentation materials
• Prepares and delivers correspondence and other client communication
• Responsible for compiling, entering and regularly auditing all CRM-related data and tasks
• Assist Advisors with several important elements of their financial planning process
• Work collaboratively with Advisors throughout the planning process to ensure completed accurately and promptly
• Work proactively in all facets of the role, consistently seeking out new opportunities
• Proactively work with and respond to clients professionally.
• Understand and able to work within Firelight, CANNEX, LUMA and Morningstar.
• Be aware of and maintain Carrier product information, rate changes and rules.

Desired Skills and Experience Requirements:

• Preferably 2+ years of related experience in annuity markets
• Preferably experience in insurance or financial services
• Bachelor's Degree or equivalent work experience
• Life, Health, FINRA Series 6 or 7 and Series 63.
• Working knowledge of Annuity and Insurance industry software
• 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, proactively manage time and follow through to complete tasks
• Proven experience working in client support, portfolio management, relationship management or paraplanner role, within the financial services industry
• Diplomacy and strong business acumen with proven experience positively influencing others and developing and improving business processes.
• Advanced computer skills and proficiency in Microsoft Office products and CRM applications
• Highly organized and project management skills required; ability to shift and reorganize in order to accommodate change

Compensation: The national average salary for this role is $50,000.00 - $85,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

Why EPIC: EPIC has over 60 offices and 3,000 employees nationwide – and we're growing! It's a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
• 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
• We're in the top 10 of property/casualty agencies according to "Insurance Journal"