Brokerage Manager

AmeriLife is a national multi-line Brokerage Agency that provides dedicated support and innovative resources to those who provide financial solutions to families and businesses. The Brokerage Manager is responsible for managing advanced case design, analyzing client needs, and creating tailored solutions to meet clients’ financial goals.

Requirements

• Analyze client needs, research product options, and create tailored solutions to meet clients’ financial goals.
• Run illustrations, and prepare quotes and proposals for Advisors
• Represent our portfolio of insurance products knowledgeably and effectively
• Provide technical information to advisors on advanced marketing concepts and case design strategies
• Offer expert perspective in client point-of-sale meetings, showcasing advanced case designs
• Drive Sales and Retention of New Advisor and Corporate Relationships
• Meet Call Activity expectations and monthly sales goals

Benefits

• Comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.