Brokerage Manager

🕒 March 24

🦬 Montana, New York, +3 more states – Remote

🦬 Montana – Remote 🗽 New York – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote ⚓ Rhode Island – Remote

💵 $30k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

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AmeriLife

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1973

💸 Finance

💰 Secondary Market on 2022-06

Finance • Insurance

AmeriLife is a leading independent marketing organization and registered investment advisor in the United States. It provides comprehensive insurance and financial solutions to agents, advisors, and consumers, aiming to help people live longer, healthier lives. AmeriLife collaborates with numerous carriers, financial marketing organizations (FMOs), and industry experts to deliver health and financial solutions to millions of Americans annually. With a vast network of over 300,000 client-centered agents and advisors, AmeriLife offers advanced technology solutions and tools, like the Agent Xcelerator®, to enhance service quality and business growth. Their commitment to leadership is evident in their extensive distribution network and innovative partnership opportunities.

📋 Description

• 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