Brokerage Manager

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

Job Summary

Our Brokerage Team is a national multi-line Brokerage Agency that provides dedicated support and innovative resources to those who provide financial solutions to families and businesses. We develop advisor relationships and design creative product solutions with advanced marketing concepts. We work as a team and take pride and ownership of being a trusted partner to our advisors. We value a positive and collaborative company culture where new ideas, innovation, and open communication are encouraged.

Responsibilities

• 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.

Skills

• Strong Organizational Skills — Organization and persistence are valuable assets, recognizing what needs to be done to achieve identified goals, structuring time and prioritizing to meet objectives, and being willing and eager to learn.
• Teamwork and Collaboration — Contributes to the efforts of the organization as a team player, working with KAFL Individual Sales and Employee Benefit teams to identify and capitalize on opportunities.
• Strong Analytical Skills — Ability to evaluate the needs of each client to determine and effectively communicate complex concepts, and comfort with technology.
• Strong Interpersonal and Communication Skills.
• Prospecting Skills — Ability to market and source clients.
• Business Acumen — Has a sense of ownership and drives positive results, understanding when to leverage resources and fiscal responsibility.
• Adaptability — Ability to adapt to a changing environment and systems, able to prioritize and work well under pressure.

Qualifications

• Undergraduate degree/equivalent experience required; industry designations preferred.
• The candidate must be motivated with strong selling skills and the ability to drive his/her objectives relatively autonomously.
• 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 is required based on the territory assigned.
• Applicable State Insurance Licenses (Required); FINRA Series6 or7 and Series63 or66 Preferred but not required.

Salary Range

$30,000 base Salary offers will vary commensurate with experience, education, skills, and training.

Benefits

• PTO
• Medical, dental, and vision insurance
• Retirement savings plan
• Disability insuranceLife insurance

Equal Employment Opportunity Statement

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 providing an inclusive, equitable, and respectful workplace where all employees can thrive.

AmeriLife ADA Statement

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. If you require assistance or accommodation during the application process, please contact us at [e-mail].

Pay Transparency Statement

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. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

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.