Broker Manager - CA
FrankCrum•Los Angeles, CA
•$80,000 - $150,000•Remote
About The Position
We are excited to announce our search for a full-time Broker Manager in our California territories. In this role, you will have the opportunity to impact the FrankCrum business everyday by promoting ongoing sales growth and client retention through the recruitment and management of broker relationships on a regional level.
Requirements
- Bachelor’s degree in business, marketing, finance, insurance, or a related field, or equivalent combination of education and relevant experience.
- Minimum of one (1) year of business-to-business sales, business development, or relationship management experience, with PEO, payroll, insurance, employee benefits, HR services, or related industry preferred.
- Demonstrated success developing and managing broker, agent, referral, or other professional business relationships or equivalent.
- Active state insurance license preferred; ability to obtain required licensing within 1 year of employment.
- Valid driver’s license and ability to travel regularly within the assigned territory.
- Demonstrated ability to independently manage a sales territory, develop a pipeline, and achieve measurable business development objectives.
Responsibilities
- Develops, recruits, and grows broker relationships within an assigned territory to generate qualified opportunities, strengthen referral partnerships, and achieve profitable sales growth.
- Develops and executes territory strategies that identify market opportunities, prioritize broker prospects, expand broker engagement, and support territory sales, pipeline, and revenue objectives.
- Builds trusted relationships with brokers, agents, CPAs, financial professionals, and other centers of influence to establish FrankCrum as a valued PEO business partner and source of solutions for their clients.
- Educates, trains, and provides sales support for broker partners on FrankCrum’s PEO solutions, target market, value proposition, competitive differentiators, and referral process to increase broker engagement, qualified referrals and new sales opportunities.
- Conducts consultative discovery with brokers and prospects to understand business needs and identify appropriate solutions involving payroll, workers’ compensation, employee benefits, HR, and related services.
- Develops and presents client-specific solutions and proposals, partnering with internal teams to align recommendations with client needs, pricing parameters, risk considerations, and business objectives.
- Serves as a broker advocate and internal liaison, collaborating with sales, underwriting, operations, implementation, and other internal teams to support a seamless broker and prospective client experience.
- Manages and monitors the broker sales pipeline and territory performance, maintaining accurate CRM data, forecasts, activity records, and follow-up while using market intelligence and sales data to identify opportunities and risks.
- Represents FrankCrum in the marketplace through broker meetings, networking events, industry associations, trade shows, conferences, and other business development activities that strengthen relationships and expand market presence.
- Maintains current industry knowledge and required professional credentials, including PEO, payroll, workers’ compensation, employee benefits, and HR trends and regulations, and collaborate with leadership to achieve established territory, referral, RFP, and revenue objectives.
Benefits
- Health Insurance is just twenty-five dollars per month for employee only coverage and a very low cost for family levels.
- Dental and Vision Insurance
- Short Term Disability and Term Life Insurance at no cost to the employee
- Long Term Disability and Voluntary Term Life Insurance
- Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance
- 401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match
- Flexible Spending Accounts for Medical and Dependent Care Reimbursement
- Health Savings Account funded by FrankCrum
- Paid time off and holiday pay
- Education Benefit Program at the IRS Maximum allowance
- PTO cash out
- Tickets at Work
- Alero Financial and its robust credit union benefits program
- Employee and client referral bonus programs
- Disaster Relief Fund for employees
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
