Brokerage Manager

AmeriLife

Northeastern Region, US
Base: $30,000; bonus/equity: not specified; benefi...
Advanced case design and product analysis
Strong organizational and analytical skills
Extensive travel within northeastern region
The role involves managing advanced case design by analyzing client needs and creating tailored financial solutions for families and businesses

Job Summary

  • The role involves managing advanced case design by analyzing client needs and creating tailored financial solutions for families and businesses.
  • Candidates are expected to drive sales and retention by recruiting new advisors, attending industry events, and meeting monthly revenue goals.
  • The company offers a comprehensive benefits package including PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Matching Summary

The role involves managing advanced case design by analyzing client needs and creating tailored financial solutions for families and businesses.

Salary

Base: $30,000; Bonus/Equity: Not specified; Benefits: Comprehensive package including PTO, medical, dental, vision, retirement savings, disability, and life insurance

Skills & Requirements

Must-have

  • Advanced case design and product analysis
  • Strong organizational and analytical skills
  • Extensive travel within Northeastern region
  • Applicable state insurance licenses required

Nice-to-have

  • Willingness to learn and adapt quickly
  • Collaborative team player with open communication
  • Experience in business and estate planning
  • Motivated self-starter driving autonomous objectives

Key Requirements

  • Undergraduate degree or equivalent experience
  • 2 to 5 years of insurance sales or planning administration experience
  • Applicable State Insurance Licenses
  • FINRA Series 6 or 7 and Series 63 or 66 preferred

Work Rights

Not specified

Tailored Resume

Cover Letter