Demo

Life Insurance Brokerage Director - Remote

Tatum by Randstad
Bensalem, PA Remote Full Time
POSTED ON 4/4/2025
AVAILABLE BEFORE 5/3/2025

We are working with a life insurance and annuity brokerage general agency, wholly owned by a market leader of the life settlement business. This holding company invests in insurance-based assets and recently acquired this life insurance brokerage general agency.

They are seeking a highly motivated and results-oriented Brokerage Director to lead and expand their life insurance brokerage business. The Brokerage Director will leverage their expertise to identify and foster long-term relationships with clients and financial intermediaries and contribute to the agency's overall growth and success.

Key Responsibilities

  • Identify, recruit, and onboard high-performing agents and staff to build a strong, dynamic team.
  • Foster professional growth through ongoing mentorship, coaching, and performance feedback.
  • Set clear performance expectations, sales goals, and accountability measures for team members.
  • Cultivate a collaborative and results-driven work environment that aligns with the organization’s values and goals.
  • Engage directly with prospects to maximize results from direct-to-consumer advertising initiatives.
  • Identify, qualify, and close new leads, ensuring a consistent pipeline of sales opportunities.
  • Work with agents specializing in life settlements to drive life insurance and annuity sales through our platform.
  • Develop and execute strategies to expand the brokerage's market presence and client base.
  • Collaborate with leadership to align team objectives with the overall business goals.
  • Utilize data and analytics to refine sales approaches and optimize team effectiveness.
  • Guide the team in identifying, qualifying, and closing high-value sales opportunities.
  • Provide hands-on support in complex sales situations, including client meetings and negotiations.

Ideal Candidate Qualifications

  • Demonstrated success in building and maintaining professional relationships with clients and advisors.
  • Competitive and energetic personality with a strong drive to achieve results.
  • Bachelor’s degree and life insurance certifications required
  • 10 years of experience in sales within financial services and / or insurance.
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