Brokerage Manager

AmeriLife

United States

On-site

USD 60,000 - 80,000

Full time

14 days+

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Job summary

A leading insurance brokerage agency is seeking a motivated individual to manage advanced case designs and drive sales within the advisor network. Applicants should have 2 to 5 years of experience in insurance sales and demonstrate strong analytical and interpersonal skills. The role offers a full-time position with competitive compensation in a collaborative and innovative work environment.

Qualifications

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

Responsibilities

Analyze client needs, research product options, and create tailored solutions.
Develop new business with recruited advisors across various insurance products.
Set and work towards achieving personal revenue goals.

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

Company Overview

AmeriLife has been a leader for over 50 years in the development, marketing, and distribution of annuity, life, and health insurance solutions for those planning for and living in retirement. Associates are satisfied by providing agents, marketers, and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

We are a national multi‑line brokerage agency that provides dedicated support and innovative resources to those who offer financial solutions to families and businesses. Our brokerage team is motivated, forward‑thinking individuals who 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, valuing a positive and collaborative 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: Recognize what needs to be done to achieve goals, structure time and prioritize tasks, and maintain persistence and eagerness to learn.
Teamwork and collaboration: Contribute to organizational efforts as a team player and work with Individual Sales and Employee Benefit teams to identify and capitalize on opportunities.
Strong analytical skills: Evaluate client needs to determine and effectively communicate complex concepts; comfortable with technology.
Strong interpersonal and communication skills.
Prospecting skills: Market and source clients.
Business acumen: Own the process, drive positive results, and understand fiscal responsibility.
Adaptability: Prioritize and work well under pressure in a changing environment and systems.

Qualifications

Undergraduate degree/equivalent experience required; industry designations preferred.
The candidate must be motivated with strong selling skills and the ability to drive objectives 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.
Licenses (Required): Applicable State Insurance Licenses.
FINRA Series 6 or 7 and Series 63 or 66 Preferred, but not required.

Our Core Values We Live By

Integrity – Doing right by advisors and clients regardless of revenue outcomes.
Respect – Model respect for others while encouraging a culture of listening.
Accountability – Commit to independent learning and get the job done when high‑priority opportunities arise.
Innovation – New ideas are welcome; members are expected to suggest improvements for processes and service models.
Collaboration – Work with a team to develop relationships that promote open communication; shared ownership of challenges and success.

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.

Americans With Disabilities Act (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 HR@AmeriLife.com.

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 pay.

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.

Seniority Level