Discount Brokerage Department Manager manages and leads a group of discount brokers responsible for the purchase and sale of securities for clients at discounted commissions. Develops marketing programs and strategies to increase profitability and enter new markets. Being a Discount Brokerage Department Manager monitors transactions for accuracy and ensures satisfactory customer service. May interact with the organization's full-service brokers as needed. Additionally, Discount Brokerage Department Manager ensures compliance with any applicable regulations. Requires a bachelor's degree in a related area. Requires NASD Series 7 license. Typically reports to a director. The Discount Brokerage Department Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be a Discount Brokerage Department Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)
Summary:
We are looking for an eager, self-starting Brokerage Manager to help grow our business. Over the last 30 years, First American Insurance Underwriters (FAIU) has been a leading national insurance wholesaler/ brokerage general agency dedicated to providing great service, solutions, education, and partnership to independent insurance advisors, brokers, and financial institutions.
Responsibilities:
Experience/Qualifications:
Salary Range : Base income and generous escalating commission to reward outstanding performance.
Keywords: life insurance, annuities, long term care, disability income, case management, underwriting, medical assessment, policy owner; estate planning, senior care, business succession planning, multi-generational, qualified retirement plans, design and complex case management, jumbo case assistance, wealth transfer, credit shelter trusts, CRT, IMCRUT, Defective Grantor Trusts, FLP, ILIT, Foreign National Market
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