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Registered Annuity Specialist

80% Flex
Full Remote
Senior (5-10 years)
70 - 75 K yearly

  • Remote from:United States

Registered Annuity Specialist

80% Flex
Fully Flexible
Remote:Full Remote
Salary:70 - 75K yearly
Experience:Senior (5-10 years)
Work from:United States
EPIC Insurance Brokers & Consultants logo
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EPIC Insurance Brokers & Consultants

1001 - 5000 Employees

Job description

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Location: Remote, Any Time Zone in the United States

AVP, Business Development, Annuities

Come join Vanbridge, an EPIC company and its Life & Executive Benefits platform to continue our lead in the insurance and risk advisory consultation space. EPIC Insurance Brokers & Consultants along with our family of companies has revenues over $1 Billion. We are proud to consistently be a best place to work with outstanding benefits, camaraderie around the country. Today, we are a unique and innovative risk management, executive and employee benefits insurance brokerage and consulting firm with offices and leadership across the country. EPIC Insurance Brokers & Consultants, has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, benefits, unique specialty program insurance and private client services.

We believe the success of our model is a direct result of providing an exceptional client experience.

In today’s challenging environment it is essential our clients have a risk advisory team with experience not only in the technical nuances of their profession but professionals that have navigated through market cycles and think beyond traditional solutions. One of our firm’s key competitive advantages is our ability to provide integrated insurance solutions centered around business, individual, financial and investment advisory needs.

The Opportunity:

We are excited to offer an exceptional opportunity for an experienced financial expert in the annuity and insurance profession to grow, manage, build new clients, as well as oversee current markets. Our clients, range from RIAs, BD’s, P&C, Employee Benefit, CPA, Law Firms, to private equity firms, high and ultra-high-net-worth individuals and corporations count on us to provide world class solutions and experience within the insurance and risk management space. You will design, implement and monitor effective strategies that align with our clients’ goals.

This position is a key role in strategy and execution, including development, positioning, creative execution and servicing.  As a successful hire, you will be responsible for developing strategies, planning and coordinating efforts, communicating plans to those involved, and building awareness and positioning for the Vanbridge brand. 

What to expect:

We have a professional fast-paced environment, and our service is the key to our success. Because of the dynamics in the risk consulting and insurance industry, you must be able to learn quickly, enjoy live communication and thrive meeting and exceeding goals. You must also feel comfortable receiving feedback on your work and coaching from the executive team. Our firm has become one of the largest, attaining a top spot amongst all insurance brokerage firms in the US across risk consulting/insurance brokerage services. Opportunity to grow and learn are in abundance and we look forward to adding you to our team of professionals!

Position Responsibilities

  • Support key internal and external clients
  • Play an important role in Vanbridge’s annuity growth and management, as applicable, ensuring connectivity across all communications while guiding and supporting partners in strategy and execution.
  • Preparation for client meetings, including paperwork, and preparing presentation materials
  • Prepares and delivers correspondence and other client communication
  • Responsible for compiling, entering and regularly auditing all CRM-related data and tasks
  • Assist Advisors with several important elements of their financial planning process
  • Work collaboratively with Advisors throughout the planning process to ensure completed accurately and promptly
  • Work proactively in all facets of the role, consistently seeking out new opportunities
  • Proactively work with and respond to clients professionally.
  • Understand and able to work within Firelight, CANNEX, LUMA and Morningstar.
  • Be aware of and maintain Carrier product information, rate changes and rules.

Desired Skills and Experience Requirements

  • Minimum 5+ years of related experience in annuity markets
  • Experience in insurance or financial services
  • Bachelor's Degree or equivalent work experience
  • Must have knowledge of annuity product, Variable, RILA, Indexed
  • Life, Health, FINRA Series 6 or 7 and Series 63.
  • Working knowledge of Annuity and 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
  • Must be able to innovative, pro-actively 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 Microsoft Office products and CRM applications
  • Highly organized and project management skills required; ability to shift and reorganize in order to accommodate change

 In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and standard benefits package.

 The national average base salary for this role is $70,000 to $75,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.


  • 15th Largest Broker in US
  • Voted " Best Place to Work" in the Insurance Industry
  • Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

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. An Equal Opportunity/Affirmative Action Employer.

#LI-TM1  #LI-Remote

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United States
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Senior (5-10 years)
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