Director of Brokerage

Job Description Summary

Responsible to assist the Managing Principal (MP) and/or Regional President (RP) in the overall development and implementation of managed brokerage approach.

Job Description

Responsibilities include the following:

• Sales Manager – direct responsibility for managing brokers with the primary goals of Brokerage business development and revenue growth
  • Recruitment and retention activities
  • Tracking top pursuits for Brokerage service lines and ensure an effective sales process is being implemented
  • Increase top line revenue year over year
  • Conduct debriefings to review pipeline and business development strategies
  • Consult with brokers and teams regularly on business plan reviews
  • Encourage broker adoption of platform resources, establish key contacts and cross-selling opportunities
  • Provide guidance on legal and contract review
  • Manage commission payment discrepancies and drive the understanding of fee sharing guidelines
  • Develop and cultivate customer relationships for long-term business opportunities
  • Resolve complex problems with internal and external customers
  • Responsible for organizing specialty group and all-hands sales meetings
  • Create and implement various training programs for brokers
  • Identify conflicts and resolution process
  • Develop and monitor an action plan to overcome deficiencies
  • Other duties as assigned

Pipeline

• Oversee the pipeline process
• Ensure that producers enter pipeline deals in Engage by gathering intelligence from market meetings, debriefings, and reviewing activity reports from Marketing, Consulting, Legal, and Research
• Monitor revenue stream and prepare forecast
• Application Development - Interface with Platform Leaders and Information Technology on systems development to champion the needs of management and brokers
  • Ensure internal and external technology platforms are being delivered to and adopted by brokers
  • Engage
  • Saltmine
  • Career Builder
  • Mobile Applications
  • Prism
  • Power BI Broker Reports

• Broker Development
  • Oversight of mentorships and coaching of junior brokers
  • Research and statistical methodologies
  • Sales process training
  • Broker orientation
  • Building impactful presentations

• Lead Internal and External Initiatives
  • Champion Employee Resource Groups (ERG’s) including CWFL
  • Responsible for leadership within external industry groups and events
  • Provide community service opportunities for team building