Brokerage Manager

About the role

We are a national multi-line Brokerage Agency that provides dedicated support and innovative resources to those who provide financial solutions to families and businesses. Our Brokerage Team is motivated, forward-thinking individuals who develop advisor relationships and design creative product solutions with advanced marketing concepts. We work as a team and we take pride and ownership of being a trusted partner to our advisors.

Responsibilities

• Manage Advanced Case Design
• Analyze client needs, research product options, and create tailored solutions to meet clients’ financial goals.
• Run illustrations, and prepare quotes and proposals for Advisors.
• Represent our portfolio of insurance products knowledgeably and effectively.
• Provide technical information to advisors on advanced marketing concepts and case design strategies.
• Offer expert perspective in client point-of-sale meetings, showcasing advanced case designs.
• Drive Sales and Retention of New Advisor and Corporate Relationships.
• Share business-building ideas and strategies with Financial Advisors through the facilitation of book of business review meetings.
• Develop new business with recruited advisors across various insurance products.
• Attend industry events, facilitate education, and recruit new advisors.
• Meet Call Activity expectations and monthly sales goals.
• Set and work towards achieving personal revenue goals for overall company growth.
• Collaborate with other business partners to align activities and plans for the given region and its advisors.
• Develop collaborative quarterly business plans.

Qualifications

• Undergraduate degree/equivalent experience required; industry designations preferred.
• The candidate must be motivated with strong selling skills and the ability to drive his/her objectives relatively autonomously.
• 2 to 5 years of insurance sales or planning administration experience; understanding of insurance products, advanced case design, business, and estate planning preferred.
• Extensive travel within the Northeastern region is required based on the territory assigned.
• Licenses (s): Applicable State Insurance Licenses (Required).
• FINRA Series 6 or 7 and Series 63 or 66 Preferred but not required.

Skills

• Strong Organizational Skills
• Teamwork and Collaboration
• Strong Analytical Skills
• Strong Interpersonal and Communication Skills
• Prospecting Skills
• Business Acumen
• Adaptability

Benefits

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Pay

$30,000 base Salary offers will vary commensurate with experience, education, skills, and training.