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Brokerage Director
Job
Barnum Tri State Financial Group
Woodbridge Township, NJ (In Person)
$69,329 Salary, Full-Time
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Job Description
PLEASE READ FULL JOB DESCRIPTION BEFORE APPLYING . THIS POSTIONS REQUIRES THE APPROPRIATE LICENCES/DESIGNATIONS.
Responsibilities :
- Senior agency staff member in charge of brokerage sales activities, department, and personnel involved in Sales and Marketing to independent Brokers and Key Accounts.
- Provides leadership to the day-to-day operations of the Brokerage sales department, while maintaining focus on the agency strategic goals.
- Member of the Agency's Senior Executive Staff.
- Reports to the Chief Executive Officer/President/General Agent.
- Analyze sales statistics to determine business growth potential.
- Establishes performance goals for all Brokerage department employees and monitors performance on a continual basis.
- Oversees all hiring, training and firing of brokerage personnel involved in Sales and Marketing.
- Develops, or participates with the Senior Staff, in the development of the Strategic Marketing Plan of Brokerage for the agency.
- Directs Brokerage Sales department(s) to achieve objectives established in the Agency Strategic Plan.
- Coordinates Brokerage sales operations with all other departments of the agency.
- Develops and/or maintains and improves business relations with Brokerage customers of the agency.
- Seeks out and targets new customers and new sales opportunities, initiates action plan to approach and secure new business for the agency.
- Responsible for all Brokerage sales & service; monitors this activity on a proactive basis with his/her personnel; coordinates with all other agency management in achieving agency brokerage goals.
Requirements:
- Bachelors degree in a business related field
- Minimum of 5 years' experience in third party sales or wholesale position in the insurance industry
- Must have good understanding of Brokerage business
- Knowledge of all types of Life insurance, Disability Insurance, Annuity and Long Term Care products
- Proven leadership ability to influence, develop, and empower employees to achieve agency brokerage sales objectives with a team approach.
- FINRA SIE, Series 6/7, and Series 63
- Industry designations highly desirable: