Brokerage Manager
AmeriLife
full-time
Posted on:
Location Type: Remote
Location: Massachusetts • Missouri • United States
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Salary
💰 $30,000 per year
About the role
- 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
Requirements
- Undergraduate degree/equivalent experience required; industry designations preferred
- 2 to 5 years of insurance sales or planning administration experience; understanding of insurance products, advanced case design, business, and estate planning preferred.
- Applicable State Insurance Licenses (Required)
- FINRA Series 6 or 7 and Series 63 or 66 Preferred but not required.
Benefits
- PTO
- medical
- dental
- vision
- retirement savings
- disability insurance
- life insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance salesadvanced case designfinancial planningbusiness planningestate planningsales strategiesclient needs analysisproposal preparationillustration runningrevenue goal setting
Soft Skills
collaborationcommunicationpresentationrelationship buildingstrategic thinkingproblem solvingeducation facilitationbusiness developmentclient engagementteamwork
Certifications
State Insurance LicensesFINRA Series 6FINRA Series 7FINRA Series 63FINRA Series 66