Brokerage Manager - Remote USA

Company description

Modern Life is a tech-enabled brokerage that combines the best of advanced technology with the advice of the country's top insurance experts. With our powerful and integrated digital tools, expert support, and leading insurance products, we empower advisors to better serve their clients, grow their businesses, and bring the future of the industry to life.

We have raised $15M in seed funding, led by Thrive Capital with participation from 12 unicorn founders from Hippo, Plaid, Reddit, Flatiron Health, Newfront, At Bay, Vouch, Cedar, Lattice, and more.

We are seeking successful brokerage managers who are excited to embrace new technology and join a fast-growing startup.

Company size

• 28 employees
• $15m in funding

Number of open positions

2 (minimum) - 4 (for the right candidates)

Salary

$70,000 - $90,000 base with approximately $50,000 for every $1 million in premium written. OTE should be between $150,000 and $190,000 for the first year with upward potential.

Responsibilities

• Outbound activities to source new opportunities from new advisors.
• Understand advisors case design objectives and provide relevant recommendations to include running term quotes and permanent product illustrations
• Track advisor opportunities in company CRM and follow-up for applications
• Onboard new advisors
• Aid advisors in submitting business
• Required to use independent judgment related to next action necessary and in leveraging appropriate escalation and asks of both advisors and carriers.
• Continuously looks for ways to expedite and improve our processes and services.
• Maintains positive relationships with your financial advisors, underwriters, and internal team.
• Track record of successes in fast-paced customer service environment.
• Provide feedback to product and design on features for case management

Ideal candidate

• Strong written and verbal communication skills
• Life insurance experience is required
• Excellent relationship-building and negotiating skills, with the ability to influence a situation to achieve the best client outcome
• Superior problem-solver, who thinks outside of the box, not afraid to dig deeper to get the best client outcome. Willing to challenge the status quo.
• Ability to work independently and exercise excellent judgment
• Strong phone and computer skills specifically Microsoft Excel and Word with the ability to quickly learn and master our internal and carrier software programs. Experience with Winflex is required

Minimum requirements

• 3+ years of life insurance brokerage sales
• Ability to generate $1 to $1.5 million in premium within the first year (has an existing book of business)
• Strong understanding of multiple life insurance carrier products, case design experience, recruiting new advisors, and presenting sales concepts
• Experience with Winflex