Brokerage Manager/Life and Annuities, Wealth Planning

Solicit new and existing agents for life insurance and have basic knowledge of annuity, LTC, DI, and CI business. The Brokerage Manager would be responsible for developing and executing a comprehensive strategy to attract, retain, and optimize the production of new and existing agents and affiliates. This is a sales role that requires phone and webinar contact with new agent sign-ups to the InsureIO CRM platform, to convince agents to submit business to Pinney Insurance Center. Ensure all questions from agents and agencies get answered in a timely manner. Establish relationships with representatives from insurance carriers; attend trainings and meetings to stay current on product offerings in the marketplace. This is a full-time position.

Essential Duties and Responsibilities

Below are the qualifications required to perform this job successfully. An individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Training will be provided as necessary.

• Contact new agents as they create InsureIO accounts – welcome them to Pinney Insurance Center
• Identify target prospects and bring them through the entire sales cycle, from initial demo to proposal, pricing negotiation, and technical implementation, all the way through generating and maintaining revenue
• Onboard new agents, discuss commissions, contracting, and hierarchy
• Manage relationships of the partners you create, ensuring they are receiving the education and support they need to be effective
• Promote the company at trade shows, seminars, and other events in target niches as needed
• Advise management of developments in target marketplaces and propose future strategic initiatives within the company
• Develop referral sources, identify new clients, and ensure a consistent flow of revenue. Identify key decision makers and determine the services, products, and combinations that will best serve and address the client's issues and objectives
• Transition new clients to internal team members and supervise ongoing marketing, support, and training programs to enhance opportunities for new business
• Identify additional opportunities for cross-selling and expanding products and effectively obtaining new business
• Lead the development of custom solutions for the client
• Create a client-specific business plan in conjunction with colleagues to ensure growth, retention, and cross-selling goals are met
• Ensure quality of deliverables and enforcement of critical deadlines through effective communication
• Coordinate with other departments and team heads to ensure that quality standards are adhered to in all aspects of the business sales and service process
• Prioritize opportunities by requirement, size, and speed
• Add agents to the InsureIO CRM platform and track all phone calls/email correspondence within InsureIO
• Conduct webinars for training on PIC tools (i.e., the InsureIO CRM platform, Broker Gear, quoting widgets, explain our marketing capabilities, as well as the roles of our A-team and Case Management team)
• Answer sales support, brokerage, live chat, and InsureIO help desk phones
• Attend carrier webinar trainings to stay current on product offerings
• Work with and provide back up for our internal wholesaler for illustration support
• Work with our in-house underwriter for underwriting questions
• Assist with InsureIO feature enhancements to increase efficiencies and improve broker experience
• Excellent communication skills, both laterally and to executive leadership
• Operate computers, including email, browsers, in a Windows environment
• Use contact management systems, database software, internet software, spreadsheet software, and Microsoft tools (preferred)
• Other duties as assigned

Education and/or Experience, Certificates, Licenses, Registrations

High school diploma or general education degree (GED); sales experience, with a demonstrated excellence at meeting sales objectives. Strong background in life insurance, annuity, and/or financial planning. Life insurance license required.

Brokerage Manager: Skills Required

To perform this job successfully, an individual should be able to demonstrate the following:

• Sales: Proven track record with 3 to 5 years’ experience in a sales role. Great product knowledge, thorough follow-up, and ability to close sales.
• Problem Solving: Identifies and resolves problems within the department; gathers and analyzes information skillfully; develops alternative solutions; uses reason even when dealing with emotional topics. Uses intuition and experience to complement data.
• Customer Service: Responds promptly to agent and customer needs. Meets commitments.
• Interpersonal Skills: Listens to others without interrupting; keeps emotions under control.
• Oral Communication: Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions.
• Written Communication: Writes clearly and informatively; edits work for spelling and grammar.
• Quality Management: Demonstrates accuracy and thoroughness.
• Ethics: Treats people with respect; keeps commitments; works ethically and with integrity.
• Organizational Support: Follows policies and procedures; completes administrative tasks correctly and on time.
• Planning/Organizing: Uses time efficiently.
• Quality: Demonstrates accuracy and thoroughness.
• Quantity: Completes work in a timely manner; works quickly.
• Attendance/Punctuality: Is consistent at work and on time; arrives at meetings and appointments on time.
• Dependability: Follows instructions, responds to management's directions; keeps commitments.
• Initiative: Asks for and offers help when needed.

Compensation and Benefits

• Salary plus commission
• Starting salary depending on experience
• Medical and dental insurance
• Paid time off and holidays
• 401(k)

Job Type: Full-time

Pay: $50,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: Remote