VP Product and Case Design, LIfe Insurance

VP Product and Case Design, Life Insurance

Location: Boca Raton, FL - Hybrid, 2 days in office

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!

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.

• 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.

• 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 innovate, pro‑actively manage time and follow through to complete tasks.
• Proven experience working in client support, relationship management within the financial…