Brokerage Manager, Highland Capital Brokerage - REMOTE
Core
Manage clients and workload to build ongoing distribution from institutional clients and independent producers through the sale of Life Insurance.
Role type
Life Insurance Brokerage Manager
Builds
Life insurance policies and longevity planning solutions
Domain
Financial Services / Life Insurance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Life insurance sales, wholesaling, client relationship management, case design, underwriting process knowledge, insurance product knowledge, group presentation, CRM utilization
Preferred skills
Institutional relationship management, RIA experience
Technologies
CRM systems
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 producers and specialists, engage in training and peer-support groups, provide expert assistance in case design, collaborate on product and pricing alternatives, develop customer profile strategies
Seniority
Mid-level, hands-on sales leader