The Life BrokerageManager is responsible for facilitating and growing life insurance productionwith brokers within a Guardian General Agency. He/she will achieve thisobjective by visiting brokers and brokerage agencies, conducting trainingsessions/meetings, advising on case design and assisting in the placement ofcases.
This position reportsto the Regional Director who, in turn, reports to the National Sales Director,Life.
Maintain high level of field activity. Conduct appointmentsand training for brokers to generate life insurance sales.
Advise on case design and assist in the placement of brokerscases.
Create and implement the agencys Life Brokerage Marketingplan, carry out the plan and coordinate activities associated with the sale ofthese products within the agency. The plan should include: productand illustration training, underwriting / new business support, meetings /seminars, Continuing Education, target marketing, cross-selling initiatives,etc.
Track and report activity on a weekly basis to the LifeBrokerage Team and General Agent, as well as the leading indicators and theyear to date results.
Evaluate the competitive environment and make recommendationsto ensure the agency is positioned to achieve its life brokerage insuranceobjectives.
Prepare on an annual basis a professional development plan.
Strong organizational and planning skills to maintainprofessional and personal productivity and effectiveness.
Excellent verbal and written communication skills toinfluence and build consensus, as well as proven presentation skills.
Excellent interpersonal skills to develop favorablerelationships with people from various backgrounds.
High level on initiative and independence to generate anequivalent sense of urgency and entrepreneurship in the agency.
Strong desire to develop others and see them succeed throughteaching, coaching and supervising. Thorough understanding the mission,values and culture of the agency and the ability to instill them in others.
In-depth understanding of the agencys training systems andproducts to ensure of their proper application in furthering a brokersbusiness.
College Degree or equivalent work experience
Professional designation such as CLU, ChFC or CFP preferred
Life and Health License
5+ years insurance industry sales experience including 3+years of brokerage/financialexperience.
Must have a demonstrated track record of sales andrelationship building success.
Every day, Guardian provides Americans the security they deserve through our insurance and wealth management products and services. Since our founding in 1860, our long-term view has helped our customers prepare for whatever life brings whether starting a family, planning for the future or taking care of employees. Today, were a Fortune 250 mutual company and a leading provider of life, disability, dental, and other benefits for individuals, at the workplace and through government sponsored programs. The Guardian community of 9,500 employees and our network of over 2,700 financial representatives is committed to serving with expertise when, where and how our clients need us. Our commitments rest on a strong financial foundation, which at year-end 2018 included $8.5 billion in capital and $1.6 billion in operating income. For more information, please visit guardianlife.com or follow us on Facebook, LinkedIn, Twitter and YouTube.
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
Guardian is a registered trademark of the Guardian Life Insurance Company of America. Associated topics: broker, call center, commission, healthcare, insurance sales agent, lead sales agent, life insurance agent, outside sales, sales agent, sales associate
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.