Brokerage Manager - Remote

Overview

The Brokerage Manager at AmeriLife will be responsible for managing advanced case design and providing tailored financial solutions to clients, while driving sales and retention of new advisor relationships.

In Short

• Manage advanced case design and analyze client needs.
• Create tailored financial solutions for clients.
• Drive sales and retention of new advisor relationships.
• Collaborate with business partners and develop quarterly business plans.
• Attend industry events and facilitate education for advisors.
• Set and achieve personal revenue goals.
• Provide technical support and insights to advisors.
• Strong organizational and analytical skills are essential.
• Foster a positive and collaborative company culture.
• Extensive travel within the Northeastern region is required.

Requirements

• Undergraduate degree or equivalent experience required.
• 2 to 5 years of insurance sales or planning experience.
• Understanding of insurance products and advanced case design preferred.
• Applicable State Insurance Licenses required.
• FINRA Series 6 or 7 and Series 63 or 66 preferred.
• Strong selling skills and motivation to achieve objectives.
• Ability to adapt to a changing environment.
• Excellent interpersonal and communication skills.
• Teamwork and collaboration skills are essential.
• Business acumen and ownership mentality.

Benefits

• Comprehensive benefits package including PTO.
• Medical, dental, and vision insurance.
• Retirement savings options.
• Disability and life insurance coverage.
• Supportive and inclusive company culture.
• Opportunities for professional development.
• Work in a collaborative team environment.
• Innovative resources and support for success.
• Equal Employment Opportunity commitment.
• Pay transparency and equity commitment.