Agent Relationship Manager - Florida

Agent Relationship Manager - Brokers Alliance | Florida

Brokers Alliance is an independently owned distributor of life insurance, annuities, and wealth management services with over 43 years in business. We give financial advisors the tools, products, and support they need to grow, including access to our platforms myAdvisor Cloud, LifeBrain, and RetirementBrain.

About the Role

As an Agent Relationship Manager, you'll join a team of professionals to build and manage relationships with financial advisors, help them find the right products for their clients, and support them through the sales process. This is a phone-forward, high-activity role with room to grow into the Executive role.

What You'll Do

Call and email financial advisors daily to build relationships and drive product placement across our life insurance, annuity, and wealth management portfolios

Walk advisors through our products, features, and how to position them with clients

Work alongside your team to coordinate outreach and grow your business

Prepare illustrations, proposals, and product materials to support active cases

Track your pipeline in our CRM and use our proprietary tools to stay organized

Keep up with product changes, competitor activity, and market trends

What We're Looking For

Sales and/or customer service experience preferred, but will mentor and train the right individual.

Life insurance license and/or FINRA Series 65, 6 or 7 a plus; willingness to obtain within a set timeframe is also acceptable

Strong phone skills and a goal-driven mindset

Someone who wants to build a career in financial services and is willing to put in the work

Compensation & Benefits

Base salary: $45,000- $75,000 + commission

Medical, dental & vision insurance

Life & disability insurance

401(k) with company match

Paid time off & paid holidays

Florida | Full-time | On-site

Brokers Alliance is an equal opportunity employer committed to a diverse and inclusive workplace.