Associate Sales Manager/Sales Manager (Brokerage)-Remote

Develops, negotiates, implements & documents marketing activity and action plans with brokerage distribution relationships to impact business results.

WHAT WE CAN OFFER YOU:

• Estimated Salary: $65,000 - $100,000, plus annual bonus 
• 401(k) plan with a 2% company contribution and 6% company match.
• Remote opportunity and flexible work schedules. 
• Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
• Regular associates receive 9 paid holidays in 2023
• Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 56 hours of personal time in 2023, prorated based on start date.

WHAT YOU'LL DO:

• Promotes and maintains positive relationships with brokerage distribution agencies. Identifies and effectively resolves relationship/channel challenges that arise within the brokerage distribution arrangements or across various home office divisions.
• Develops, negotiates, implements and documents marketing and activity action plans for brokerage distribution relationships to impact business results.
• Defines objectives and agendas for travel plans which tie into client's business plan. Provides analysis and trip summary report on results of visits. Manages & reports on allocated budget for travel and entertainment expenses.
• Monitors business plans and activities to ensure sales objectives are achieved. Implements action to impact business results when objectives are not achieved.
• Directs and coordinates the training activities and product sales seminars for brokerage distribution hierarchy (clients).
• Coordinates sales efforts within multiple home office functions including Actuarial, Information Services, Customer Service Division & Law Division to ensure commitments made in the brokerage distribution arrangements are delivered. Coordinates marketing and service activities to ensure appropriate material and support functions are developed effectively for distribution.
• Provides input regarding strategic direction and position of brokerage distribution arrangements making recommendations for modifications as marketplace demands shift.
• Remains current on industry shifts or changes related to product, compliance & carriers. Effectively documents and communicates necessary modifications to the appropriate home office areas to effect change.
• As opportunities arise, ability to cross sell 401k Retirement Plans business and refer that business to the appropriate parties.
• May develop and maintain an engaged and accountable workforce.
• May develop and maintain a fair and equitable working environment.

**This job posting is reflective of the Sales Manager functions and qualifications.  The Associate Sales Manager level will have variable functions and qualifications.

WHAT YOU'LL BRING:

• Insurance industry designations preferred
• Proven sales success and thorough experience in the life, health and annuity insurance industry
• Thorough understanding of and proven experience with various brokerage distribution channels
• 5+ years experience in sales and servicing of clients within the financial industry
• Strong interpersonal, negotiation, persuasion, presentation & training skills
• Ability to transform information into action plans
• May require the ability to teach or foster development in others.
• May require the ability to make others comply in fair, equitable, non-punishing fashion.
• Ability to travel up to 75%

VALUABLE EXPERIENCE:

• Securities registration, Series 6 & 63

We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! 

After applying, for inquiries about your application or the hiring process, please call our helpline at 800-365-1405, option 2.

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