SVP Business Development & Life Advisory-Executive Benefits

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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