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Brokerage Manager

Modern Life

Modern Life

New York, NY, USA · Washington, DC, USA · Remote
Posted on Wednesday, June 15, 2022
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 have raised $20 million 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 experienced brokerage managers with a strong network who are excited to advance their advisors’ practice though technology and an exceptional brokerage team.

What you'll do:

  • Outbound activities to source new advisors
  • Understand advisor’s case design objectives and provide relevant recommendations to include running lllustrations and working with ML’s underwriter to secure preferential offers
  • Track advisor opportunities in company CRM and follow-up for applications
  • Onboard new advisors
  • Aid advisors in submitting business

About you:

  • Strong written and verbal communication skills
  • Life insurance brokerage 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, not afraid to dig deeper to get the best client outcome
  • 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
Read about us in Insurance News Net!