Brokerage Manager

Job Summary

We are a national multi‑line Brokerage Agency that provides dedicated support and innovative resources to financial professionals who offer life, annuity, and health insurance solutions. As a member of our Brokerage Team you will develop advisor relationships, design case‑builds, and market products to families and businesses across the Northeastern region.

• Manage advanced case design, analyze client needs, research product options, and create tailored solutions to meet clients’ financial goals.
• Run illustrations, 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 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 toward achieving personal revenue goals for overall company growth.
• Collaborate with other business partners to align activities and plans for the region and its advisors.
• Develop collaborative quarterly business plans.

• Strong organizational skills – ability to prioritize and meet objectives.
• Teamwork and collaboration – works well with sales and benefit teams.
• Strong analytical skills – evaluate client needs and communicate complex concepts.
• Proficient with technology.
• Strong interpersonal and communication skills.
• Prospecting skills – ability to market and source clients.
• Business acumen – ownership mindset and fiscal responsibility.
• Adaptability – thrive in a changing environment and manage pressure.

• Undergraduate degree or 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.
• Extensive travel within the Northeastern region required.
• Applicable State Insurance Licenses (Required); FINRA Series6 or7 and Series
  63 or66 preferred.
• Highly motivated, strong selling skills, and ability to work autonomously.

We offer a comprehensive benefits package that includes paid time off, medical, dental, vision, retirement savings, disability insurance, and life insurance.

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law.

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially.

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Pay ranges are available upon request.

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.