Producer, Sales, Insurance Sales

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants is a national retail risk management and employee benefits insurance brokerage and consulting firm, founded in San Francisco, California, in 2007 with offices and leadership across the country. We provide our producers with innovative resources and a data‑driven approach to support sales efforts.

The Producer/Sales Executive is responsible for driving new business, and managing existing client revenue retention and growth, based upon assigned book of prospects and clients.

• Successfully develop and deploy sales and marketing strategies with clients and prospects.
• Manage overall client relationship; drive consistent and predictable profitability, client satisfaction and organic growth.
• Demonstrate technical knowledge necessary to communicate our solutions effectively.
• Achieve new business sales goals on an annualized basis, based on our target market of companies.
• Demonstrate proficiency in the discovery process (sales due diligence), and conceptual presentation, promoting EPIC’s competitive differentiation, and specific solutions customized for each prospect.
• Collaborate with leaders to select appropriate teams to effectively conduct prospect sales presentations, including subject matter experts and account management staff, tailored to each opportunity.
• Demonstrate the ability to identify and overcome sales obstacles on a prospect‑specific basis.
• Strategic thinking and innovation based on knowledge of the market, carriers, and products, including understanding important technical/financial issues.
• Create positive synergy and pursue cross‑selling opportunities with other EPIC practices to enhance prospect and client relationships across the company.
• Work collaboratively with support teams both locally and nationally.

• A licensed professional with 5+ years of insurance brokerage sales experience or related business‑to‑business sales, including calling on senior executives, and a track record of financial success.
• Strong understanding of a specific specialty – i.e. Property & Casualty, Employee Benefits, Risk Management, Private Client, or another specific insurance vertical.
• Must be personable and highly motivated to grow personal success.
• Executive presence with superior written and verbal communication and presentation skills.
• Goal oriented with a strong COI with visibility within your specific market.

EPIC offers a full suite of employee benefits so our team members can match the coverage they need to their individual circumstances. From medical, dental, vision and pharmacy plans, EPIC offers access to wellness programs that support healthy lifestyles. EPIC also provides life and disability insurance, cancer services, commuter benefits, and 401(k) with tuition assistance.

• Tenured first‑class, white glove service teams
• No territory restrictions
• Robust national resources that are made available to you at any time
• Fully integrated platform for ease of business, and no red tape
• Supportive, collaborative leadership

Full‑time

Mid‑Senior level

Insurance Agencies and Brokerages

Referrals increase your chances of interviewing at EPIC Insurance Brokers & Consultants by 2x.

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.