Senior Brokerage Manager, Life Insurance

This range is provided by Korn Ferry. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

We are seeking an experienced Brokerage Manager with a strong network who is excited to advance their advisors’ practice through technology and an exceptional brokerage team. This role is 100% remote and can be based anywhere in the U.S. Equity in this growing firm is included.

Key responsibilities

• 5+ years of experience as a Life Insurance Brokerage Manager at a general agency and familiar with multiple carriers. Prior experience at a carrier is fine, but your most recent experience needs to be as a Brokerage Manager with an agency.
• An existing network of life insurance and financial advisors who view you as their "go to" person.
• Consistently generating a minimum of $1 million in annual life insurance premium.
• A strong understanding of life insurance case design. You don't need to be an underwriter, but you do need to understand life insurance products and what underwriters are looking for.
• A sense of urgency and the ability to perform well under pressure.
• Amazing communication skills and is able to speak with confidence.
• The ability to truly listen to their advisors and then share that feedback to help the company improve its product offerings.
• A burning desire to change the life insurance industry. This is a tech company, after all, and we need team members who want to play a part in building the best life insurance distribution software/products on the market.
• Experience with Winflex and/or Ensight.
• Build strong relationships and work cross-functionally with other finance functions to ensure a smooth and timely monthly close.
• Assist with multi-state sales & use tax and property tax compliance and audits.
• Monitor or prepare other tax-related filings which include, but are not limited to: business licenses, annual reports, and business registrations.
• Assist with analyzing tax implications of potential business decisions.
• Assist with cash defense planning such as coordination and planning of R&D Tax Credit Study.
• Participate in other projects as required.
• Support and consult on M&A due diligence and new entity formation, develop efficient structuring for transactions.

What's in it for you...

• Equity - you'll have skin in the game and the opportunity to earn true wealth over the long term with equity in the company.
• Flexible PTO as well as 10 paid holidays.
• Employer-Sponsored medical, dental, and vision insurance for employees and dependents.
• STD and life insurance ($100,000) included.
• 401K and supplemental insurance available.
• The opportunity to make a difference and help bring about positive change within the life insurance industry!

If you are an experienced Brokerage Manager looking to make an impact while having equity in what you're building, then we hope to hear from you!

SE#

Mid-Senior level

Full-time

Business Development

Financial Services and Technology, Information and Media