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

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.

Brokerage Manager

Key skills