New Business Manager

MANAGER OF NEW BUSINESS works closely with the Head of Operations along with the Head of Insurance and Annuity Design Center. Together you would serve career advisors and brokerage advisors to support the growth of the firm. Key Responsibilities: New Business & Underwriting – Life, Annuities, Disability, and Long-Term Care As an Advisor advocate, collaborate with Advisors and Home Office personnel to provide the best offer for the end client. Enhance new Advisors’ field underwriting expertise through tailored individual coaching and group training sessions. Lead, Mentor and empower New Business Coordinators to serve as Advisor advocates with the Home Office, proactively managing Other Than Applied For (OTAF) offers and assessing additional requirement requests. Lead and contribute to initiatives aimed at optimizing operational efficiency and enhancing the overall advisor experience. Design Center Support – Advisors and Brokers Collaborate with the Head of Insurance and Annuity Design Center as a resource on navigating the underwriting process and advisor experience. Qualifications: Team leadership experience in a former role. Minimum 3 years’ experience in new business processing, strong understanding of medical impairments, solid knowledge of life and annuity products, case design concepts, and leadership. Proficient in Microsoft Office Suite and adept with general office and business technology. Demonstrates a strong commitment to quality, with exceptional attention to detail and pride in delivering superior service. A clear and proactive communicator, capable of collaborating across functions and roles. #J-18808-Ljbffr