Advisor Development Manager - Employee Benefits

Job Description

Job Description

Why join M&G? We are INDEPENDENT and fully focused on remaining that way!

We Continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and Services

• Leaders of Influence – Insurance by Orange County Business Journal (2023, 2025)
• Central Coast Best Places to Work by Pacific Coast Business Times (2018-2026)
• Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2025)
• Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2025)
• 50 Fastest Growing Companies by Pacific Coast Business Times (2017 – 2025)

About the Role:

The Advisor Development Manager will play an integral role in developing emerging Employee Benefits Advisors at Morris & Garritano! The Advisor Development Manager provides hands-on training in employee benefits markets, carrier strategy, agency processes, and client solutions while guiding unvalidated Benefits Advisors through actual opportunities. Using a combination of technical expertise and structured mentorship, the Advisor Development Manager will shepherd emerging advisors through the entire cycle from proposal through to onboarding. This Manager ensures Advisors gain the knowledge, skill, and confidence to succeed in winning and transitioning new business.

How will you be compensated:

• $103,000-$142,000 Salary, depending on experience
• Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
• Paid Holidays, Paid Sick Time, and Flexible Vacation Time
• Paid Parental Benefits
• Disability and Life Insurance
• 401(k) with 50% match
• Flexible Spending Plan (FSA) and Health Savings Account (HSA)

Who you are:

• You are passionate about developing others. You have strong mentoring and coaching skills, with the ability to develop others through structured training and real-time opportunities
• You have deep knowledge of Employee Benefits marketing, carrier markets, and placement strategies
• You are a skilled communicator who builds trust and credibility with Advisors, leadership, carrier partners, and clients
• You are organized and disciplined, with the ability to track your team's progress and follow through on development plans
• You resonate with our agency Core Values
  • Do the Right Thing
  • Love What You Do
  • Always Be Improving
  • Go The Extra Mile
  • Build Collaborative Relationships
• You excel in your professional judgment: balancing training, mentorship, accountability, and business support

What you will do:

• Advisor Development & Supervision
  • Lead the performance management process for emerging Advisors
  • Deliver training and onboarding for emerging Advisors, focusing on employee benefits markets, carrier strategy, agency processes, proposal development, and client solution design
  • Supervise emerging Advisors during onboarding and ramp-up, including 1:1 meetings, activity and pipeline management, workload oversight, and performance feedback
• Marketing & New Business Execution
  • Lead marketing strategy and execution for targeted opportunities
  • Drive carrier strategy, submissions, and positioning for new business opportunities
  • Elevate the quality of submissions, proposals, and overall deal structure
  • Participate in finalist meetings and key client conversations to strengthen outcomes
  • Support Advisors in structuring opportunities and presenting recommendations to prospective clients
• Client Onboarding & Transition
  • Support the successful onboarding and implementation of new clients secured through Advisor-led opportunities
  • Serve as a strategic resource during onboarding to ensure a coordinated and consistent client experience
• Carrier & Market Relationships
  • Collaborate with Employee Benefits leadership to strengthen carrier alignment and market positioning
  • Maintain expertise regarding carrier solutions, market trends, and competitive positioning to support Advisor success
  • Support agency-wide carrier strategy by providing market insight and feedback

Your Qualifications:

• 7+ years of Employee Benefits marketing, carrier placement, or related strategy experience
• 5+ years of Employee Benefits account management or equivalent client-facing experience
• Strong understanding of carrier markets, funding arrangements and placement strategies
• Experience mentoring, coaching, or training others in a professional setting
• Proficiency in Microsoft Office, and ability to learn new applications

Supervisory Responsibility:

You will directly supervise emerging Employee Benefits Advisors throughout onboarding, validation, and ramp-up. Responsible for coaching, performance feedback, development planning, accountability, and readiness assessment for emerging Advisors regardless of their geographic location.