Company descriptionModern Life is a tech-enabled brokerage that combines advanced technology with the advice of the country's top insurance experts. With 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.ResponsibilitiesOutbound 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 look for ways to expedite and improve our processes and services.Maintain 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 candidateStrong 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 internal and carrier software programs. Experience with Winflex is required.Minimum requirements3+ 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.

Brokerage Manager - Remote USA

Emma

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About Modern Life:

www.modernlife.com/

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