Brokerage Manager

Summary: We are looking for an eager, self-starting Brokerage Manager to help grow our business. Over the last 30 years, First American Insurance Underwriters (FAIU) has been a leading national insurance wholesaler/ brokerage general agency dedicated to providing great service, solutions, education, and partnership to independent insurance advisors, brokers, and financial institutions. • Candidates should have an entrepreneurial spirit and demonstrated selling attributes/techniques. The ideal sales leader will have experience selling life, annuity, LTC and disability insurance products to insurance brokers, financial advisors, independent broker dealers, and property & casualty providers. • The wholesale manager will own the full selling lifecycle which includes building a network of contacts within the insurance and financial services industry, targeting strategic accounts, managing the sales process, and closing opportunities. Responsibilities: • Build and manage a book of 100-200 active advisors. Able to increase sales from current book of advisors. • Pro-actively engage prospects, understand customer needs and develop consultative sales and account management strategies to penetrate new accounts. • Work closely with internal sales support to develop winning sales proposals for customers. • Develop and maintain long and short range sales plans. Provide accurate sales forecasting. • Track new case processing from submission through completion. • Monitor, analyze, and communicate monthly sales data to contribute to product/service planning. • Develop and enhance industry and product knowledge to effectively communicate and build credibility with independent agents and financial advisors. Experience/Qualifications : • Self-starter with a proven track record of exceptional performance exceeding goals on a continuous basis. • Experience wholesaling life, annuity, LTC and disability insurance products. • Strong negotiation and problem solving skills. • Excellent consultative sales and customer relations skills. • Articulate and persuasive communicator (both written and verbal). • Experience building and managing a sales pipeline using a CRM solution. • Proficiency in Microsoft Office. • Must possess a strong work ethic, a positive attitude, good organizational skills, account management skills, ability to energetically drive the sales process and be detail oriented. • Conduct oneself with a focus on service excellence, fair dealing, and client-first decision making. Salary Range : Base income and generous escalating commission to reward outstanding performance. Keywords: life insurance, annuities, long term care, disability income, case management, underwriting, medical assessment, policy owner; estate planning, senior care, business succession planning, multi-generational, qualified retirement plans, design and complex case management, jumbo case assistance, wealth transfer, credit shelter trusts, CRT, IMCRUT, Defective Grantor Trusts, FLP, ILIT, Foreign National Market Originally posted on Himalayas