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Job description
SVP Business Development & Life Advisory-Executive Benefits
SVP Business Development & Life Advisory-Executive Benefits
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EPIC Insurance Brokers & Consultants provided pay range
This range is provided by EPIC Insurance Brokers & Consultants. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$100,000.00/yr - $300,000.00/yr
Direct message the job poster from EPIC Insurance Brokers & Consultants
Making the right connections to fuel growth and success.
SVP, Business Development and Advisory, Life & Executive Benefits
About the Company - Vanbridge, an EPIC company bridges the gap between the insurance and capital markets, allowing our clients to manage their risk, enhance their strategies, and strengthen their long-term financial performance. We go beyond the perceived limits of insurance to maximize its potential. Simply put, we make insurance do more. We believe the success of our model is a direct result of providing an exceptional client experience. With a culture and team unsurpassed we have grown faster than most in our space. Our family of companies has attained over $1.5 billion in revenue and leads as one of the top in the world in what we do.
About the Role - The Life & Executive Benefits Sales Executive is responsible for driving new business, and managing existing client revenue retention and growth, based upon assigned book of prospects and clients within the Life & Executive Benefits division. Our unique interdisciplinary team of insurance, capital markets, legal, and tax professionals provides seamless concierge-level consulting. These professionals focus on estate, business, and financial planning strategies utilizing life insurance, annuities, disability, and long-term care solutions providing coordinated advice about personal insurance planning, executive benefits, estate, tax, distributions, business succession, and other financial matters.
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.
Qualifications - Bachelor's degree strongly preferred or equivalent work experience.
Required Skills
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.
FINRA SIE, Series 7 and 66 preferred, minimum series 6, 63.
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.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Sales, Consulting, and Business Development
Industries
Insurance and Financial Services
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Inferred from the description for this job
Medical insurance
Vision insurance
401(k)
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Worksite address
houston, TX, 77246, US
Who can apply
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