Brokerage Manager

AmeriLife Brokerage Agency

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

We are a national multi-line Brokerage Agency that provides dedicated support and innovative resources to those who provide financial solutions to families and businesses. Our Brokerage Team is motivated, forward-thinking individuals who develop advisor relationships and design creative product solutions with advanced marketing concepts. We work as a team and we take pride and ownership of being a trusted partner to our advisors. We value a positive and collaborative company culture where new ideas, innovation, and open communication are encouraged.

Job Description

Responsibilities :

Manage Advanced Case Design :

• 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 :

Skills :

Qualifications :

Our Core Values We Live By :

Equal Employment Opportunity Statement :

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement :

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially.

Pay Transparency Statement :

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement :

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.