Director of Brokerage – Life Insurance Growth

TruOak Financial Partners is seeking a Director of Brokerage to recruit producers, strengthen broker relationships, and grow the life insurance department into a key driver of the firm’s expansion. This hybrid leadership role is ideal for someone with a deep understanding of life insurance and a proven ability to build relationships with independent brokers, financial professionals, and producing agents.

Responsibilities

• Recruit new brokerage relationships by identifying prospective producers, initiating conversations, presenting TruOak’s capabilities, and developing long-term production partnerships.
• Expand TruOak’s brokerage network throughout Atlanta and the surrounding market.
• Support existing producers by helping them place more business and maximize the value of the TruOak platform.
• Assist brokers in navigating products, solving case-related challenges, identifying opportunities, and connecting them with resources to grow their business.
• Serve as a visible and proactive leader, creating activity, establishing accountability, and becoming a trusted resource for both new and experienced producers.

Requirements

• Experience in life insurance and brokerage relationships.
• Proven ability to recruit and build long-term relationships with independent brokers, financial professionals, and producing agents.
• Strong leadership skills with a focus on driving activity and accountability.

Benefits

• Competitive base salary based on experience ($75,000 - $150,000).
• Bonus opportunities.
• Medical and dental benefits.
• 401(k) retirement plan.
• Hybrid work environment.