Description
Location: Remote, East Coast Time Zone.
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:
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!
Position 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.
Desired Skills and Experience 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.
COMPENSATION:
The national average salary for this role is $75 000.00 - $100 000.00 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
- 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, Cancer 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”
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
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