What are the responsibilities and job description for the Brokerage Director position at Texas National Financial Group?
About Texas National Financial Group, a Proud Partner of National Life Group
At Texas National Financial Group, we are a mission-driven and purposed-filled business. For us, the cause of what we do is as important as the products we sell.
About the position
This position will play a critical role in building the life brokerage organization for our agency in recruiting, training and on-boarding independent life producers. The successful candidate will leverage their industry knowledge and established relationships in the marketplace to help achieve sales results.
Key Responsibilities:
- Execute on the firm’s strategic plan to build our life brokerage business unit.
- Responsible for building new and maintaining existing relationships with financial advisors, life insurance agents, PPGAs, etc. to increase revenue from life insurance sales.
- Actively consult and advise financial advisors to provide them with value-added strategies to increase NLG life business with their clients.
- Educate financial advisors on NLG’s life product portfolio and present our products in the context of sales ideas.
- Build, maintain and leverage key relationships with Internal Sales Desk, Underwriting, Advanced Markets, Marketing and Agency leadership team.
- Responsible for keeping financial advisors informed of any life product portfolio enhancements, underwriting changes, new product launches, etc.
- Must actively develop new relationships with financial advisors to significantly capture life sales as well as servicing existing producing life agents.
- Provide competitive intelligence to leadership team on current/emerging trends with life product carriers, product changes, etc.
Essential Business Experience and Technical Skills:
- 5 years sales experience wholesaling in life insurance industry
- Proven ability to build strong relationships.
- Strong knowledge of life insurance products and their application in sales concepts.
- Current network of existing life insurance agents, PPGAs, and financial advisors a must
- Proven ability to grow a life brokerage business within our geographic area.
- Ability to travel up to 75% (primarily local)
- State life and health licensed (FINRA Series 6 or Series 7, preferred)
- Professional designation (i.e., CFP, CLU, ChFC) a plus
- Ability to work independently and to communicate clearly and concisely.
- Thorough knowledge of and proven ability to demonstrate sales and marketing principles and practices at the point of sale.
- Excellent presentation skills, both in creation and delivery, to current and prospective agents
- Expected to maintain a thorough knowledge of existing, new and enhanced products.
- Bachelor’s degree in related field or equivalent experience
Compensation & Benefits
· Fixed base compensation
· Overrides and renewals
· Health benefit allowance/subsidy
· Opportunity to qualify for recognition conferences
National Life Group is a trade name of National Life Insurance Company, founded in Montpelier, VT in 1848, Life Insurance Company of the Southwest (LSW), Addison, TX, chartered in 1955, National Life Distribution, LLC (NLD) and their affiliates. Each company is solely responsible for its own financial condition and contractual obligations. LSW is not an authorized insurer in NY and does not conduct insurance business in NY. Compensation is paid by NLD. NLD also conducts business as National Life or, in some states, National Life Insurance Agency.
TC139642(0424)3
Job Type: Full-time
Pay: $75,000.00 - $150,000.00 per year
Benefits:
- Flexible schedule
- Health insurance
- Paid time off
License/Certification:
- Insurance Producer License (Preferred)
- Life Insurance License (Required)
Ability to Commute:
- Addison, TX 75001 (Required)
Ability to Relocate:
- Addison, TX 75001: Relocate before starting work (Required)
Work Location: In person
Job Type: Full-time
Pay: $75,000.00 - $150,000.00 per year
Benefits:
- Flexible schedule
- Health insurance
- Paid time off
Schedule:
- Monday to Friday
Ability to Commute:
- Addison, TX 75001 (Required)
Ability to Relocate:
- Addison, TX 75001: Relocate before starting work (Required)
Work Location: Hybrid remote in Addison, TX 75001
Salary : $75,000 - $150,000