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About the Role

EPIC Insurance Brokers & Consultants is seeking an experienced product, planning, and design expert for its Life & Executive Benefits platform. This role will advise clients on the best life insurance options and build reviews, supporting RIAs, P&C and Employee Benefit professionals, CPA and Law Firms, private equity firms, and high-net-worth individuals and corporations. The position involves strategy and execution, including development, positioning, creativity, and implementation of effective strategies aligned with client goals.

Responsibilities

Support key external and internal clients
Manage multiple, concurrent projects and deliverables
Assist in developing strategies, planning, and coordinating efforts
Communicate plans to stakeholders
Build awareness and positioning
Conduct thorough client consultations to understand financial needs, goals, and risk tolerance
Analyze life insurance policies to determine the best fit for clients' financial plans
Provide tailored recommendations on life insurance policies
Assist clients with the application process, policy management, and coverage adjustments
Educate clients on the benefits and features of 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 up-to-date with industry trends, product developments, and regulatory changes
Demonstrate comprehensive understanding of the life insurance industry and individual life products (UL, IUL, VUL, Term, WL) and product illustration systems
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
Work proactively in all facets of the role, seeking new opportunities
Respond to clients professionally
Maintain Carrier product information, rate changes, and rules

Requirements

Experience with Life Insurance products is required
Minimum two-three years of related experience
Experience in insurance and financial services
Experts in life portfolio
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 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 AI, Claude, Microsoft Office products and CRM applications
Highly organized with project management skills; ability to shift and reorganize to accommodate change
Ability to prioritize workflow and requests based on stated needs of advisor and client relationships and their meaningfulness and impact to the business unit
Equivalent level of passion for team success compared to individual career path
Ability to portray confidence, persuasiveness, and credibility over the phone, in virtual meetings and potentially in person

Skills

AI
Claude
Microsoft Office products
CRM applications
Project management
Problem-solving
Strategic thinking
Team collaboration
Client consultation
Policy analysis
Market research

Location

Remote
NY Metro area

Work Type

Remote
Hybrid

Experience Level

Minimum two-three years of related experience

Education Level

Bachelor's Degree or equivalent work experience

Salary/Compensations

$75,000.00 - $90,000.00 base pay

Benefits

Generous Paid Time off
Managed PTO for salaried/exempt employees
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
Employee referral bonus program of $1,500 per hired referral
Employee recognition programs
Employee Resource Groups
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.
Founded in 2007 and headquartered in New York City, EPIC has over 3,000 employees nationwide.
The company has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, benefits, specialty program insurance, and private client services.
EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment.
EPIC is recognized as a best place to work with outstanding benefits and camaraderie.
EPIC is in the top 10 of property/casualty agencies according to “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.
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.
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.