Brokerage Manager

AmeriLife

5d•$30,000

About The Position

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. We value a positive and collaborative company culture where new ideas, innovation, and open communication are encouraged.

Requirements

Strong Organizational Skills: Organization and persistence are valuable assets. Recognizes what needs to be done in order to achieve identified goals. Structures time and prioritizes to meet objectives. Willing and eager to learn.
Teamwork and Collaboration: Contributes to the efforts of the organization as a team player. Works with KAFL Individual Sales and Employee Benefit teams to identify and capitalize on opportunities.
Strong Analytical Skills: Ability to evaluate the needs of each client to determine and effectively communicate complex concepts. Comfortable with technology.
Strong Interpersonal and Communication Skills
Prospecting Skills: Ability to market and source clients.
Business Acumen: Has a sense of ownership, and drives positive results. Understands when to leverage resources and fiscal responsibility.
Adaptability: Ability to adapt to a changing environment and systems. Able to prioritize and work well under pressure.
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.
Applicable State Insurance Licenses (Required)

Nice To Haves

FINRA Series 6 or 7 and Series 63 or 66 Preferred but not required.

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