Senior Brokerage Manager, Life Insurance

We are seeking an experienced Brokerage Manager with a strong network who is excited to advance their advisors' practice through technology and an exceptional brokerage team. This role is 100% remote and can be based anywhere in the U.S.. Equity in this growing firm is included. Key responsibilities The ideal Brokerage Manager is someone with...5+ years of experience as a Life Insurance Brokerage Manager at a general agency and familiar with multiple carriers. Prior experience at a carrier is fine, but your most recent experience needs to be as a Brokerage Manager with an agencyAn existing network of life insurance and financial advisors who view you as their "go to" person. Consistently generating a minimum of $1 million in annual life insurance premiumA strong understanding of life insurance case design. You dont need to be an underwriter, but you do need to understand life insurance products and what underwriters are looking forA sense of urgency and the ability to perform well under pressureAmazing communication skills and is able to speak with confidenceThe ability to truly listen to their advisors and then share that feedback to help the company improve its product offeringsA burning desire to change the life insurance industry. This is tech company, after all, and we need team members who want to play a part in building the best life insurance distribution software/products on the marketExperience with Winflex and/ or Ensight.Build strong relationships and work cross-functionally with other finance functions to ensure a smooth and timely monthly close.Assist with multi-state sales & use tax and property tax compliance and audits.Monitor or prepare other tax-related filings which include, but are not limited ***** business licenses, annual reports, and business registrations.Assist with analyzing tax implications of potential business decisions.Assist with cash defense planning such as coordination and planning of R&D Tax Credit Study.Participate in other projects as required.Support and consult on M&A due diligence and new entity formation, develop efficient structuring for transactions Whats in it for you... Equity - youll have skin in the game and the opportunity to earn true wealth over the long term with equity in the companyFlexible PTO as well as 10 paid holidaysEmployer-Sponsored medical, dental, and vision insurance for employees and dependentsSTD and life insurance ($100,000) included 401K and supplemental insurance availableThe opportunity to make a difference and help bring about positive change within the life insurance industry! If you are an experienced Brokerage Manager looking to make an impact while having equity in what youre building, then we hope to hear from you! ***** $120K-$220K plus equitySE#510711518

Created: 2025-03-09