Match score not available

Unlock Premium Benefits Today!
🚀 Elevate your career with priority access.
Stand out to top recruiters with Jobgether Priority Access:
  • ✅ Top Match: We help you identify job offers where you're a perfect fit.
  • ✅ Exclusive Referral Service: Connect directly with recruiters as a Jobgether Certified Premium User.
  • ✅ Personalized Feedback: Receive feedback and expert guidance on applications, and have your profile manually reviewed.

Start Your Free Trial Now!

Start my free trial

Director of Brokerage

Remote: 
Full Remote
Contract: 
Full time
Work from: 
United States

Offer summary

Qualifications:

10+ years in brokerage, wealth management, or financial services, with 5+ years in people management., Proven track record in business development, sales negotiation, and recruiting advisors/Brokerage Managers., Deep understanding of carrier products, underwriting, case design, and commission structures., Familiarity with Broker-Dealers (BDs), RIAs, and the high-net-worth advisor market..

Key responsabilities:

  • Own and drive brokerage quotas, ensuring Brokerage Managers meet or exceed targets for case placement and lead generation.
  • Conduct weekly 1:1s with Brokerage Managers to coach and develop them for growth.
  • Analyze HubSpot call metrics and AMS data to identify trends and opportunities for improvement.
  • Recruit, onboard, and retain high-performing Brokerage Managers to expand the team’s capacity.

Modern Life logo
Modern Life Financial Services Scaleup https://www.modernlife.com/
11 - 50 Employees
See all jobs

Job description

Join our team and accelerate your career.

Modern Life combines advanced technology with the advice of the country’s top life insurance experts. We help advisors streamline their practice, so they can focus on building better connections, delivering better solutions, and helping their clients lead better lives.

We are a well-funded, early-stage technology company backed by Thrive Capital (investors in Oscar, Lemonade, Compass, Instagram, Spotify, Stripe, Slack, and Github), Box Group, and Abstract Ventures.

We are seeking a results-driven Director of Brokerage to lead our brokerage team, drive advisor acquisition, and optimize performance across our brokerage network. This role will directly impact the growth and success of our brokerage division by managing and mentoring Brokerage Managers, ensuring quality control among the brokerage team, ensuring all SLAs are met, working with the CDO on various projects, and, and leveraging industry relationships to expand our advisor network. Success in this role requires a blend of strategic leadership, operational expertise, and a hunter mentality to identify and seize growth opportunities.

What You'll Do:
  • Own and drive brokerage quotas, ensuring Brokerage Managers meet or exceed targets for case placement, lead generation and conversion metrics.
  • Conduct weekly 1:1s with BMs to coach, develop, and hold them accountable for growth in their books of business.
  • Analyze HubSpot call metrics and AMS (Agency Management System) data to identify trends, gaps, and opportunities for improvement.
  • Recruit, onboard, and retain high-performing BMs to expand the team’s capacity.
  • Oversee carrier commission rate negotiations, onboarding, and settings to ensure competitiveness and profitability.
  • Transition full ownership of carrier commission structures to the brokerage team within the first year.
  • Leverage your existing network to generate high-quality leads for BMs, focusing on mid-to-large national accounts (RIAs, small BDs, institutions).
  • Serve as the primary point of contact for brokerage-related concerns, troubleshooting complex cases as needed.
  • Drive advisor recruitment by building trust with high-net-worth advisors and understanding their needs.

    • About You
  • 10+ years in brokerage, wealth management, or financial services, with 5+ years in People Management
  • Proven track record in business development, sales negotiation, and recruiting advisors/Brokerage Managers.
  • Deep understanding of carrier products, underwriting, case design, commission structures, and the independent brokerage space.
  • Familiarity with Broker-Dealers (BDs), RIAs, and the high-net-worth advisor market.
  • Hunter mentality: Relentless focus on acquiring new advisors and expanding relationships.
    •

    Required profile

    Experience

    Industry :
    Financial Services
    Spoken language(s):
    English
    Check out the description to know which languages are mandatory.

    Hard Skills

    Business NegotiationBrokerageBusiness DevelopmentPerformance ImprovementAnalyticsExecutive RecruitmentInvestment Account ManagementHubSpot CRMManagement SystemsBroker Dealers

    Other Skills

    • People Management
    • Relationship Management
    • Accountability
    • Coaching
    • Problem Solving
    Are you interested?

    Cinematographer Related jobs

    See more Cinematographer jobs