Internal Sales & Operations Associate (United States)

Internal Sales & Operations Associate

M. Williamson Insurance Services is an independent insurance brokerage specializing in life, disability, and long-term care insurance. We work with financial advisors, insurance professionals, businesses, and individuals across the country, providing access to leading insurance carriers, underwriting expertise, advanced case design, and hands-on brokerage support.

We’re looking for a motivated, relationship-driven professional who wants more than a traditional operations position.

As an Internal Sales & Operations Associate, you’ll work directly alongside a top-producing brokerage professional and gain hands-on exposure to advisor relationships, business development, underwriting, case design, sales operations, and client service. The goal is to give you a broad understanding of the brokerage business while creating a path toward sales, leadership, and brokerage management opportunities.

What You'll Do

• Serve as a key point of contact for financial advisors and business partners
• Support life insurance case design, illustrations, and underwriting coordination
• Manage follow-up and help keep opportunities moving forward
• Coordinate with insurance carriers, underwriters, and internal team members
• Attend advisor meetings and gain firsthand exposure to the brokerage business
• Track sales activity, pending cases, opportunities, and advisor relationships
• Assist with marketing, prospecting, and business development initiatives
• Help improve processes and overall advisor service

What We're Looking For

• Strong communication and relationship-building skills
• Organized, proactive, and dependable
• Comfortable managing multiple priorities in a fast-paced environment
• Self-starter who takes ownership and follows through
• Strong attention to detail
• Positive attitude and willingness to learn
• Interest in gaining direct exposure to the insurance and financial services industry

Preferred Background

Industry experience is preferred, but not required. The ideal candidate may have 1–5 years of experience in life insurance or financial services, including previous experience as an insurance agent, financial advisor, or advisor support professional.

We’re also open to candidates with strong backgrounds in administration, operations, sales support, or client service.

Strong backgrounds may include:

• Former life insurance agent or financial advisor
• Life insurance brokerage or Brokerage General Agency (BGA)
• Financial advisor support or practice management
• Internal wholesaling or sales support
• Life insurance case management
• Wealth management or financial planning operations
• Administrative or operational roles within financial services
• General understanding of life insurance or financial products

Ultimately, we’re looking for someone who is organized, driven, eager to learn, and excited to grow with the company.

Compensation & Growth

• $60,000 base salary
• Quarterly performance bonus opportunities tied to production and business performance
• Health insurance and 401(k) benefits
• Additional incentive compensation tied to business growth and advisor referrals
• Work-from-home flexibility
• Opportunity to grow into broader sales, relationship management, and brokerage leadership responsibilities
• Potential path toward becoming a full-scale Brokerage Manager

What Makes This Opportunity Different?

This role provides direct exposure to areas of the insurance business that typically take years to experience.

You’ll gain experience with:

• High-net-worth insurance planning
• Field underwriting and risk assessment
• Advanced case design
• Advisor relationship management
• Brokerage operations
• Business development
• Carrier relationships and negotiation

You’ll also have the opportunity to build your own professional network, participate in advisor meetings, and earn additional compensation for helping generate new business.

Why Join Us?

This is more than an operations role. It’s an opportunity to learn the brokerage business from the inside, build meaningful industry relationships, and develop valuable experience across sales, underwriting, case design, and business development.

For the right person, the role can evolve well beyond its initial responsibilities and provide a path toward greater earning potential, leadership opportunities, and ultimately becoming a full-scale Brokerage Manager.