Executive Assistant to the Director of Annuities

LOCATION: Hybrid position, Clive, IA. 

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 New York City 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!

 JOB OVERVIEW:

Executive Assistant to the Director of Annuities

Vanbridge/EPIC Insurance Brokers bridges the gap between insurance and capital markets, enabling our clients to manage risk, enhance strategies, and strengthen long-term financial performance. We go beyond the perceived limits of insurance to maximize its potential. As part of EPIC Insurance Brokers & Consultants, with revenues approaching $2 billion, we're proud to be consistently recognized as a "best place to work" with exceptional team retention, competitive compensation, and unmatched camaraderie.
Our interdisciplinary team of insurance, capital markets, legal, and tax professionals provides concierge-level consulting on estate, business, and financial planning strategies. We serve RIAs, CPA and law firms, family offices, private equity firms, corporations, and high-net-worth individuals who count on us for world-class solutions.

The Opportunity
We are seeking a highly organized, detail-oriented, and proactive Executive Assistant to support the Director of Annuities. This is a dynamic role at the intersection of high-touch client service and sophisticated planning. You'll serve as the operational backbone of a fast-paced practice, ensuring seamless coordination across client engagements, advisor relationships, and internal teams.
The ideal candidate thrives under pressure, anticipates needs before they arise, and brings both polish and practicality to everything they do. You'll gain exposure to advanced insurance concepts, estate planning strategies, and executive benefits using annuity products, making this an exceptional growth opportunity for someone building a career in financial services.

Key Responsibilities

Executive & Administrative Support
• Provide comprehensive administrative support including calendar management, travel coordination, and meeting preparation
• Prepare and maintain reports, presentations, and documentation with exceptional attention to detail
• Handle confidential information with the utmost integrity and discretion
• Monitor deadlines and ensure timely completion of tasks and projects
• Manage CRM data entry, auditing, and task tracking with accuracy and consistency

Client & Advisor Coordination
• Coordinate client communications, scheduling, and follow-ups to ensure seamless service delivery
• Prepare materials for client meetings including paperwork, presentations, and supporting documentation
• Serve as a "concierge" liaison between advisors, internal teams, and external partners
• Assist with case design support, sharing concepts and strategies, and scheduling virtual meetings
• Support point-of-sale activities and post-sale relationship nurturing

Planning & Analysis Support
• Review client data including assets, liabilities, insurance policies, estate documents, and tax returns
• Create net worth statements and input retirement planning data into planning software
• Summarize key components of life insurance, annuity, disability, and long-term care policies
• Support illustration and case design processes using industry software
• Conduct research and synthesize data to support strategic recommendations

Required Qualifications
• 5+ years of experience as an Executive Assistant, Personal Assistant, or similar administrative role
• Bachelor's degree in business, finance, or related field preferred (or equivalent experience)
• Strong proficiency in Microsoft Office Suite, Excel (formulas, pivot tables, reporting)
• Exceptional organizational skills with demonstrated ability to manage multiple priorities under tight deadlines
• Outstanding written and verbal communication skills
• High level of discretion, confidentiality, and professional judgment
• Self-driven with a sense of urgency, adaptability, and a results-oriented mindset
• Team-first mentality with a collaborative, supportive approach

Preferred Qualifications
• Experience in financial services, insurance, or Annuity industry
• Familiarity with CRM systems (Salesforce preferred) and document management tools
• Working knowledge of financial planning software a plus, such as eMoney.
• Some understanding of life insurance products, planning concepts, or executive benefits (preferred)
• Life, Health, or FINRA Series 6/63 licenses a plus (or willingness to obtain)
• Experience with virtual meeting platforms (Zoom, MS Teams)

What We Offer
• Competitive compensation and comprehensive benefits (medical, dental, vision, pharmacy)
• Hybrid work environment with flexibility and work-life balance
• Exposure to sophisticated financial planning and executive benefits strategies
• Clear pathways for professional growth and career advancement
• A collaborative, supportive culture recognized as a "best place to work"
• Wellness programs, life and disability insurance, and additional employee benefits

COMPENSATION: 

The national average salary for this role is $65 000.00 - $80 000.00 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.

WHY EPIC: 

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  
  
  
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
  
  
  
  


• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave


• Generous employee referral bonus program of $1,500 per hired referral


• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)


• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group


• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development


• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support


• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs


• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!


• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation


• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

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. 

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