Brokerage Manager

First American Insurance Underwriters, Inc.; Needham (MA); On-site; USD 75,000 - 100,000; Full time

Job summary

A national insurance wholesaler is seeking a Brokerage Manager to drive business growth. Responsibilities include managing a book of 100-200 advisors, engaging with prospective clients, and crafting consultative sales strategies. The ideal candidate will have experience wholesaling life, annuity, long-term care, and disability insurance products. Strong negotiation skills, CRM proficiency, and a service-first mentality are required. This role offers a base income plus a generous commission structure for outstanding performance.

Qualifications

• Self-starter with a proven track record in sales.
• Experience wholesaling insurance products.
• Strong negotiation and problem-solving skills.
• Excellent communication skills in both written and verbal form.
• Experience managing a sales pipeline.

Responsibilities

• Build and manage a book of 100-200 active advisors.
• Engage prospects and understand customer needs.
• Work with internal sales support for winning proposals.
• Develop sales plans and provide accurate forecasting.
• Track new case processing from submission to completion.
• Analyze and communicate monthly sales data.
• Enhance industry knowledge to build credibility.

Skills

Exceptional performance exceeding goals

Negotiation skills

Consultative sales skills

Customer relations skills

Articulate communicator

CRM usage

Microsoft Office proficiency

Job description

Summary

We are looking for an eager, self-starting Brokerage Manager to help grow our business. Over the last 30 years, First American Insurance Underwriters (FAIU) has been a leading national insurance wholesaler/ brokerage general agency dedicated to providing great service, solutions, education, and partnership to independent insurance advisors, brokers, and financial institutions.

• Candidates should have an entrepreneurial spirit and demonstrated selling attributes/techniques. The ideal sales leader will have experience selling life, annuity, LTC and disability insurance products to insurance brokers, financial advisors, independent broker dealers, and property & casualty providers.
• The wholesale manager will own the full selling lifecycle which includes building a network of contacts within the insurance and financial services industry, targeting strategic accounts, managing the sales process, and closing opportunities.

Responsibilities

• Build and manage a book of 100-200 active advisors. Able to increase sales from current book of advisors.
• Pro-actively engage prospects, understand customer needs and develop consultative sales and account management strategies to penetrate new accounts.
• Work closely with internal sales support to develop winning sales proposals for customers.
• Develop and maintain long and short range sales plans. Provide accurate sales forecasting.
• Track new case processing from submission through completion.
• Monitor, analyze, and communicate monthly sales data to contribute to product/service planning.
• Develop and enhance industry and product knowledge to effectively communicate and build credibility with independent agents and financial advisors.

Experience / Qualifications

• Self-starter with a proven track record of exceptional performance exceeding goals on a continuous basis.
• Experience wholesaling life, annuity, LTC and disability insurance products.
• Strong negotiation and problem solving skills.
• Excellent consultative sales and customer relations skills.
• Articulate and persuasive communicator (both written and verbal).
• Experience building and managing a sales pipeline using a CRM solution.
• Proficiency in Microsoft Office.
• Must possess a strong work ethic, a positive attitude, good organizational skills, account management skills, ability to energetically drive the sales process and be detail oriented.
• Conduct oneself with a focus on service excellence, fair dealing, and client-first decision making.

Salary Range

Base income and generous escalating commission to reward outstanding performance.

Keywords

life insurance, annuities, long term care, disability income, case management, underwriting, medical assessment, policy owner; estate planning, senior care, business succession planning, multi-generational, qualified retirement plans, design and complex case management, jumbo case assistance, wealth transfer, credit shelter trusts, CRT, IMCRUT, Defective Grantor Trusts, FLP, ILIT, Foreign National Market