Senior Director managing wealth management advisors in Coralville, IA. Driving client relationship growth and strategic business initiatives for TIAA.
About the role
- Regional Brokerage Director responsible for building and growing MMFA brokerage business. Expanding brokerage penetration in new markets and driving sales growth in existing markets.
Responsibilities
- Responsible for building and growing the MMFA brokerage business within an assigned region
- Focus on expanding brokerage penetration in new markets and driving sales growth in existing markets through Life, Disability Income (DI), Long-Term Care (LTC) solutions, and Fixed Annuities
- Serve as a strategic partner and coach to Brokerage Directors to achieve business goals
- Lead study groups and drive best-practice sharing within the territory
- Own coaching and development of Brokerage Directors to grow practice sales
- Collaborate with Head of Field Management to identify and pursue brokerage growth opportunities
- Evaluate and implement home office programs and strategies to expand brokerage business
- Act as a thought leader and partner with home office teams (Marketing, Underwriting, Product, etc.) to execute broad brokerage strategies
- Support General Agents in recruiting, onboarding, and developing Brokerage Directors
- Assist Brokerage Directors with prospecting and marketing to brokers and broker entities
Requirements
- 5+ years of experience in life insurance brokerage or working in a career agency system
- 5+ years demonstrated experience driving sales through others
- 3+ years’ experience creating and executing actionable sales plans
- FINRA Series 6 or 7 & 63, Life & Health at time of application or must obtain within 6 months of hire
- Must reside in one of the following states: CA, AZ, NM, TX, LA, MI, AL, FL, GA, SC, NC
Benefits
- Regular meetings with the MMFA Brokerage Team
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
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