Brokerage Sales Director - remote

ABOUT THE ROLE

Our client, an independent Brokerage General Agency (BGA) backed by a renowned specialty finance company with expertise in life insurance, seeks a dynamic Brokerage Director to join their team. This role involves cultivating and strengthening relationships with independent insurance agents and advisors nationwide while promoting individual life and annuity products.

DUTIES & RESPONSIBILITIES

Develop, maintain, and expand relationships with independent life insurance agents and advisors.

Identify opportunities for growth by targeting and onboarding new advisors and producers.

Partner with advisors to understand their needs and provide tailored product solutions in life insurance, annuities, premium financing, and life settlements.

Collaborate with advisors to craft innovative case designs and strategies that align with their clients' goals.

Serve as a trusted resource for advisors, offering white-glove service and underwriting expertise to support their success.

Leverage the agency's home office relationships with carriers to expedite case processing and maximize placement opportunities.

Act as a liaison between advisors and internal teams, ensuring a seamless experience in case design, underwriting, and policy issuance.

QUALIFICATIONS & EXPERIENCE

Proven track record as a Brokerage Director or equivalent role within a BGA.

Strong existing relationships with independent life insurance agents and advisors.

Deep knowledge of individual life insurance and annuity products, with additional expertise in premium financing and life settlements preferred.

Exceptional relationship-building skills, with the ability to establish trust and credibility quickly.

Outstanding communication and presentation skills.

Highly motivated, goal-oriented, and capable of working independently and collaboratively.