Brokerage Manager, Life Insurance (Remote)

About the role

Highland Capital Brokerage, a member company of Osaic, supports financial advisors in providing life, annuity and longevity planning. It is looking for a Brokerage Manager specializing in Life Insurance, working remotely from all locations. The role builds ongoing distribution from institutional clients and/or successful independent producers through the sale of life insurance.

Key responsibilities

• Implement company-supported sales concepts in line with industry, company and compliance standards.
• Drive substantial target premium sales through third-party producers.
• Offer point-of-sale and post-sale support and nurture producer and client relationships.
• Cultivate relationships with independent retail producers, institutional account offices, branch managers and insurance specialists.
• Take part in training, practice enhancement programs and peer-support study groups.
• Help producers with case design and sales presentations.
• Work with new business and marketing teams to recommend carriers, products and pricing.
• Use CRM technology for reporting and documentation.
• Develop customer profile strategies and perform other duties as assigned.

Required profile

• Bachelor's degree preferred; a high school diploma (or equivalent) with significant experience is considered instead.
• Over 3 years of experience in life insurance sales and/or wholesaling, with a strong emphasis on client-facing point-of-sale work and personal production.
• Self-starter who pursues sales opportunities and builds new relationships.
• Ability to present concepts to groups of 2 to 50 people.
• Preferred: CLU, ChFC or CFP designation, Series 7 and/or 24, Series 6, 63, Life, Accident & Health licenses, and experience with financial advisors in institutional relationships and RIA's.

Required skills

• Knowledge of the new business and underwriting process and ability to re-analyze cases.
• Intermediate to advanced knowledge of insurance products and technical planning techniques.
• CRM use for reporting and documentation.

What we offer

• Expected first-year earnings of $75,000 to $150,000 in a draw, plus uncapped commission.
• Health, vision and dental insurance, 401k, vacation and sick time, volunteer days.