Life Insurance Brokerage Director

Responsibilities

• Lead and inspire a team of over 200 brokers, fostering a culture of collaboration and growth.
• Develop and implement strategic plans to enhance brokerage activities and achieve key growth objectives.
• Provide direct support and guidance to brokers, addressing inquiries and facilitating problem-solving.
• Strengthen relationships with brokers by offering consistent, reliable support and resources.
• Coach brokers to improve their skills, increase activity, and successfully place more business.
• Monitor and analyze brokerage performance, identifying areas for improvement and implementing solutions.

Qualifications

• Must have Life and Health License
• Experience in leading and inspiring large teams, ideally in a brokerage or financial services environment.
• Ability to develop and implement strategic plans that drive growth and enhance brokerage activities.
• Proven track record of coaching and mentoring brokers to improve their skills and increase business activity.
• Strong analytical skills to monitor and assess brokerage performance, identifying areas for improvement.
• Excellent communication skills to provide direct support and guidance to brokers, addressing inquiries effectively.
• Ability to foster a culture of collaboration and growth within a large team.

About TruOak Financial Partners

TruOak Financial Partners is one of the Southeast’s growing comprehensive financial services firms, built on a simple commitment: strong relationships, holistic planning, and advisor-first support. With more than 100 financial professionals across ten states, TruOak continues to expand as part of the respected National Life Group network.

As a non-captive, advisor-focused firm, we give advisors the independence to build their own brand and DBA while providing the infrastructure, training, mentorship, and resources of a national organization. Led by a newly appointed CEO with national recognition for leadership, recruiting excellence, and building high-performing advisory teams, TruOak is entering a new era of growth centered on elite development, modern planning tools, and a culture that puts advisors first.

TruOak was also named a 2026 Culture Excellence & Industry Awards winner through TopWorkplaces.com and Bucketlist, based on employee feedback surveys.