Brokerage Growth Lead & Advisor Relations

Amerilife Group, LLC; New York (NY); Hybrid; USD 27,000 - 33,000; Full time

Benefits offered by this job

PTO

Medical, dental, and vision insurance

Retirement savings plan

Disability insurance

Life insurance

Job summary

Amerilife Group, LLC in New York is seeking a dedicated team member to manage advanced case designs and support Financial Advisors. Candidates should have 2 to 5 years of insurance sales experience, strong organizational and analytical skills. Responsibilities include analyzing client needs, developing tailored solutions, and achieving personal revenue goals.

The position offers a base salary of $30,000 plus benefits including medical, dental, vision insurance, retirement savings, and PTO. Join us in providing innovative solutions for our clients and ensure positive results through collaboration.

Qualifications

• 2 to 5 years of insurance sales or planning administration experience.
• Understanding of insurance products, advanced case design, and estate planning preferred.
• Applicable State Insurance Licenses required.

Responsibilities

• Manage Advanced Case Design.
• Analyze client needs and create tailored solutions.
• Run illustrations and prepare quotes for Advisors.

Skills

Strong Organizational Skills

Teamwork and Collaboration

Strong Analytical Skills

Strong Interpersonal and Communication Skills

Prospecting Skills

Business Acumen

Adaptability

Education

Undergraduate degree/equivalent experience

Industry designations preferred

Job description

Amerilife Group, LLC in New York is seeking a dedicated team member to manage advanced case designs and support Financial Advisors. Candidates should have 2 to 5 years of insurance sales experience, strong organizational and analytical skills. Responsibilities include analyzing client needs, developing tailored solutions, and achieving personal revenue goals.

The position offers a base salary of $30,000 plus benefits including medical, dental, vision insurance, retirement savings, and PTO. Join us in providing innovative solutions for our clients and ensure positive results through collaboration.