AmeriLife · 2 months ago
Brokerage Manager
United States
Full-time
Remote
Mid, Senior Level
2+ years expAmeriLife is a leader in the development, marketing, and distribution of annuity, life, and health insurance solutions. The Brokerage Manager will be responsible for managing advanced case design, driving sales and retention of new advisor relationships, and meeting call activity expectations and sales goals.
Financial ServicesHealth CareHealth InsuranceInsuranceLife InsuranceMarketing
Responsibilities
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
Share business-building ideas and strategies with Financial Advisors through the facilitation of book of business review meetings
Develop new business with recruited advisors across various insurance products
Attend industry events, facilitate education, and recruit new advisors
Set and work towards achieving personal revenue goals for overall company growth
Collaborate with other business partners to align activities and plans for the given region and its advisors
Develop collaborative quarterly business plans
Qualification
Required
Undergraduate degree/equivalent experience required; industry designations preferred
The candidate must be motivated with strong selling skills and the ability to drive his/her objectives relatively autonomously
2 to 5 years of insurance sales or planning administration experience; understanding of insurance products, advanced case design, business, and estate planning preferred
Extensive travel within the Northeastern region is required based on the territory assigned
License (s): Applicable State Insurance Licenses (Required)
Preferred
FINRA Series 6 or 7 and Series 63 or 66 Preferred but not required
Company
AmeriLife
AmeriLife provide insurance and retirement solutions to enhance the lives of pre-retirees and retirees.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$395MKey Investors
Genstar Capital
2022-06-13Secondary Market
2020-01-07Acquired
2019-06-18Debt Financing· $395M
Leadership Team
Scott Perry
CEO
Tim Calvert
Chief Operating Officer
Recent News
2026-01-16
Company data provided by crunchbase