Insurance Retail Broker

Falcon Pacific Group Wealth Management and Insurance Services; San Diego (CA); On-site; USD 145,000 - 250,000; Full time

Job summary

Falcon Pacific Group Wealth Management and Insurance Services seeks an experienced Insurance Broker-Branch Manager to build and lead a high-performing team of agents. You will recruit, train, and mentor staff to deliver tailored insurance solutions and strong client relationships.

You will oversee risk management, pricing strategy, and compliance while guiding the branch to meet sales targets and ethical standards.

Qualifications

• Superb management, communication, interpersonal, and leadership skills.
• Active insurance agent license in your state required.
• Must be well-versed in the different types of insurance, plans, products, policies, laws, and regulations.
• Over 5 years of experience in the insurance industry in a management position.
• Bachelor’s degree in business administration or finance.

Responsibilities

• Handle risk management and liability regarding payments of future benefits and maximize branch profit by analyzing actuary data and setting premiums.
• Ensure compliance with ethical and legal regulations by staff handling insurance investigations and claims, and implement new policies as needed.
• Oversee branch sales performance and financial outcomes to meet targets.
• Recruit, train, and manage insurance agents and develop them into top performers to gain new clients and drive sales.

Skills

Leadership

Communication

Interpersonal skills

Strategic thinking

Education

Business Administration or Finance degree

Job description

Have you ever dreamed of putting together your own team of top-performing insurance agents? If you’ve got what it takes to become an insurance broker on our team, we’ll make that dream a reality. You’ll have the chance to recruit, train, and develop your agents your way so they achieve maximum success. Applicants should be career-driven, natural-born leaders who know how to inspire others.

What to Expect

• Access to multiple providers: More flexibility to compare available products and serve different client needs.
• Full marketing support: Resources, materials and guidance to help build your presence and develop your practice.
• Managed provider contracting: We handle contracting coordination and provider negotiations on your behalf, reducing the need to manage separate negotiations with each provider.
• Practice support: Onboarding, product training, mentorship, case design, application processing, CRM and administrative assistance.

Compensation

$145,000 - $250,000 at plan earnings

Qualifications

• Superb management, communication, interpersonal, and leadership skills
• Active insurance agent license in your state required
• Must be well-versed in the different types of insurance, insurance plans, insurance products current insurance policies, policy requirements, laws, and regulations
• Over 5 years of experience in the insurance industry in a management position
• Bachelor’s degree in business administration or finance

Responsibilities

• Handle risk management and liability regarding payments of future benefits and maximize profit for the branch by analyzing actuary data and strategically setting premiums
• Assure that all ethical and legal compliance regulations are being followed by staff when handling insurance investigation claimsAssess existing company policies, offer advice on improvements, and implement new policies for the branch as needed
• Ensure the branch is meeting sales targets by overseeing the office’s financial performance
• Find, train, and manage insurance agents and develop them into top performers to gain new clients and drive sales