Job description

Responsibilities

• Outbound activities to source new opportunities from new advisors.
• Understand advisor’s 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

Notes from Mangrove

• Look for experienced life insurance brokers who have a desire to disrupt the industry and work in a startup environment

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 life insurance of business of $1m+
• Strong understanding of multiple life insurance carrier products, case design experience, recruiting new advisors, and presenting sales concepts
• Experience with Winflex
• NOT a direct to consumer broker/agent (they want people who sell to agents or wholesalers)

Job Type: Full-time

Salary: $70,000.00 - $90,000.00 per year

Schedule:

• 8 hour shift

Supplemental pay types:

• Bonus pay
• Commission pay

Application Question(s):

• Can you generate $1 to $1.5 million in premium within the first year?

Experience:

• life insurance brokerage sales: 3 years (Required)
• sell to agents or wholesalers: 2 years (Required)
• Winflex: 1 year (Required)

Work Location: Remote

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