Insurance Brokerage Director
14 days ago
Manalapan Township
Job Description We are seeking an Insurance Brokerage Director to oversee the expansion and overall performance of our firm’s insurance brokerage platform. This senior leadership position will manage and enhance scalable infrastructure, deepen carrier partnerships, and equip advisors to provide sophisticated insurance solutions across life, disability, long-term care, and annuity products. The role integrates strategic direction, operational execution, and team leadership to support sustained brokerage growth. Performance & Growth • Track brokerage production, advisor engagement, and revenue trends, • Develop strategies to increase case size, placement ratios, and cross-platform integration with wealth and planning teams, • Design and execute the long-term vision for the insurance brokerage platform, aligning with firm growth and advisor development strategies, • Establish performance benchmarks, production metrics, and quality standards for brokerage activity, • Drive innovation in advanced planning, case design, and product positioning, • Provide hands-on support for advanced cases, including estate planning, business succession, executive benefits, and high-net-worth strategies, • Lead broker training sessions and best-practice forums to elevate advisor capabilities, • Build and maintain strong relationships with top insurance carriers and wholesalers, • Stay ahead of market trends, product changes, and regulatory developments, • Oversee brokerage workflows, including case submission, underwriting coordination, placement, and in-force service, • Ensure compliance with MassMutual, MMLIS, and regulatory standardsQualifications:, • Bachelor’s degree in finance, business, or a related field, • 5+ years of experience in insurance brokerage, advanced markets, or insurance leadership, • Knowledge of life insurance, DI, LTC, and annuity products and planning applications, • Proven experience supporting and developing financial advisors or producers as brokers, • Strong understanding of underwriting, carrier selection, and case design, • Life/Health Insurance License Required, • Exceptional interpersonal and communication skillsAbout Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.