Discount Brokerage Operations Manager jobs in Boston, MA

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