VP, Business Development, Annuities

Location: Remote, United States. 

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 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 role in strategy and execution, including development, positioning, creative execution and servicing.  As a successful hire, 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, 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
•    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

•    Minimum 5+ years of related experience in annuity markets
•    Experience in insurance or financial services 
•    Bachelor's Degree or equivalent work experience
•    Experts in annuity product, Variable, RILA, Indexed 
•    Life, Health, FINRA Series 6 or 7 and Series 63 (a plus or obtain within 90 days). 
•    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