Brokerage Manager, Highland Capital Brokerage - REMOTE
Core
Manage clients and workload offering unique, dynamic strategies and customizable support for life insurance sales.
Role type
Brokerage Manager (Life Insurance)
Builds
Ongoing distribution from institutional clients and independent producers
Domain
Financial Services / Life Insurance
Required skills
Life insurance sales, wholesaling, client-facing point-of-sale interactions, case design, underwriting process knowledge, insurance product knowledge, group presentation, CRM technology, relationship management
Preferred skills
Institutional relationships, RIA experience
Technologies
CRM
Responsibilities
Implement company-supported sales concepts, drive target premium sales through third-party producers, offer point-of-sale and post-sale support, cultivate relationships with independent retail producers and institutional account offices, engage in continuous training and peer-support study groups, provide expert assistance in case design and sales presentations, collaborate with new business and marketing teams, leverage CRM technology for reporting, develop customer profile strategies
Seniority
Mid-level, individual contributor