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About the Role

Join Vanbridge, an EPIC company, as a Life & Executive Benefits platform expert. This role involves advising clients on life insurance options, designing and implementing effective strategies, and supporting strategy development, planning, and execution. You will work with a diverse client base including RIAs, P&C and Employee Benefit professionals, CPA and Law Firms, private equity firms, and high-net-worth individuals, providing world-class solutions and experience in insurance and risk management.

Responsibilities

Support key external and internal clients
Manage multiple, concurrent projects and deliverables
Contribute to Vanbridge’s growth and management, ensuring communication connectivity and supporting partners in strategy and execution
Conduct thorough client consultations to understand financial needs, goals, and risk tolerance
Analyze various life insurance policies to determine the best fit for client financial plans
Provide tailored recommendations on life insurance policies aligned with client objectives
Assist clients with the application process, policy management, and coverage adjustments
Educate clients on the benefits and features of different annuity and life insurance solutions
Ensure all recommendations and transactions comply with regulatory requirements and company policies
Collaborate with advisors and team members to integrate annuity and life insurance solutions into comprehensive financial plans
Stay current with industry trends, product developments, and regulatory changes
Prepare for client meetings, including paperwork and presentation materials
Prepare and deliver correspondence and other client communication
Work collaboratively with Advisors throughout the planning process for accuracy and promptness
Work proactively in all facets of the role, seeking new opportunities
Proactively work with and respond to clients professionally
Maintain Carrier product information, rate changes, and rules

Requirements

Minimum two-three years of related experience
Experience in insurance and financial services
Bachelor's Degree or equivalent work experience
Expertise in life portfolio
Life, Health, FINRA Series 6 or 7 and Series 63 (a plus or obtain within 90 days)
Working knowledge of 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
Ability to innovate, proactively manage time, and complete tasks
Proven experience in client support, portfolio management, relationship management, or paraplanner roles within the financial services industry
Diplomacy and strong business acumen with proven experience positively influencing others and developing business processes
Highly organized with project management skills; ability to shift and reorganize to accommodate change
Ability to prioritize workflow and requests for deliverables based on advisor and client needs and business unit impact
Passion for team and colleague success comparable to personal career path and success measures
Ability to portray confidence, persuasiveness, and credibility over the phone, in virtual meetings, and potentially in person

Skills

Strong aptitude in technology
Experience and knowledge with AI, Claude, and other tools
Highly analytical with strong problem-solving skills
Highly customer-focused with strategic thinking and clear vision to promote 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 (UL, IUL, VUL, Term, WL)
Knowledge of necessary product illustration systems
Advanced computer skills
Proficiency in AI, Claude, Microsoft Office products, and CRM applications
Project management skills

Location

Boca Raton, FL
NY Metro area
Occasional travel to office may be required

Work Type

Hybrid
Full-time

Experience Level

Minimum two-three years of related experience
Experienced product, planning and design expert

Education Level

Bachelor's Degree or equivalent work experience
Life, Health, FINRA Series 6 or 7 and Series 63 (a plus or obtain within 90 days)

Salary/Compensations

$65,000.00 - $80,000.00 in base pay

Benefits

Generous Paid Time off
Managed PTO for salaried/exempt employees (without accruals or caps)
22 PTO days starting out for hourly/non-exempt employees
12 company-observed paid holidays
4 early-close days
Paid parental leave
Pregnancy disability and bonding leave
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
Additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Mentorship Program
Tuition Reimbursement Program
Leadership Development
Pet Insurance
Identity Theft & Fraud Protection Coverage
Legal Planning
Family Planning
Menopause & Midlife Support
401(k) matching
Medical insurance
Dental insurance
Vision insurance
Wellness & employee assistance programs

About the Company

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, fueled by capable, committed people.
Headquartered in New York City and founded in 2007, with over 3,000 employees nationwide.
Provides local market knowledge and industry expertise to support clients' regional and global needs.
Core values: Owner mindset, Inspire trust, Think big, and Drive results.
Vanbridge is an EPIC company and its Life & Executive Benefits platform.
EPIC and its family of companies have revenues over $1 Billion.
Consistently recognized as a best place to work with outstanding benefits and camaraderie.
A unique and innovative risk management, executive and employee benefits insurance brokerage and consulting firm with offices and leadership across the country.
Depth of industry expertise across risk management, property and casualty, benefits, unique specialty program insurance, and private client services.
Fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment.
Engages in charitable efforts including Donation Connection, Employee Assistance Fund, and People First Foundation.
Ranked in the top 10 of property/casualty agencies by “Insurance Journal”.

Equal Opportunity

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience.
Committed to fostering a work community where every colleague feels welcomed, valued, respected and heard.
Believes that diversity drives innovation and creating an environment where every employee feels included and empowered helps deliver the best outcome to clients.
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.