The Insurance Brokerage Director leads the growth and performance of the firm’s insurance brokerage platform. This senior role is responsible for managing and optimizing scalable systems, strengthening carrier relationships, and empowering advisors to deliver advanced insurance solutions across life, disability, long-term care, and annuity lines. The role blends strategy, operations, and leadership to drive sustainable brokerage growth. Performance & Growth • Track brokerage production, advisor engagement, and revenue trends • Develop strategies to increase case size, placement ratios, and cross-platform integration with wealth and planning teams Responsibilities: • Develop and execute the long-term vision for the insurance brokerage platform in alignment with firm growth objectives and advisor development strategies. • Establish and monitor performance benchmarks, production metrics, and quality standards to drive consistent brokerage excellence. • Lead innovation in advanced planning, case design, and product positioning to support complex client needs. • Provide hands-on support for advanced cases, including estate planning, business succession, executive benefits, and high-net-worth strategies. • Design and deliver broker training programs and best-practice forums to elevate advisor capabilities and drive production. • Build and maintain strategic relationships with leading insurance carriers and national wholesalers. • Monitor market trends, product developments, and regulatory changes to ensure the brokerage remains competitive and compliant. • Oversee end-to-end brokerage operations, including case submission, underwriting coordination, placement, and in-force service. • Ensure adherence to MassMutual, MMLIS, and all applicable regulatory and compliance standards. Qualifications: • Bachelor’s degree in finance, business, or a related field. • 5+ years of experience in insurance brokerage, advanced markets, or insurance leadership • Knowledge of life insurance, DI, LTC, and annuity products and planning applications • Proven experience supporting and developing financial advisors or producers as brokers • Strong understanding of underwriting, carrier selection, and case design • Life/Health Insurance License Required. • Exceptional interpersonal and communication skills. Compensation: $120,000 - $150,000 yearly

• Develop and execute the long-term vision for the insurance brokerage platform in alignment with firm growth objectives and advisor development strategies. • Establish and monitor performance benchmarks, production metrics, and quality standards to drive consistent brokerage excellence. • Lead innovation in advanced planning, case design, and product positioning to support complex client needs. • Provide hands-on support for advanced cases, including estate planning, business succession, executive benefits, and high-net-worth strategies. • Design and deliver broker training programs and best-practice forums to elevate advisor capabilities and drive production. • Build and maintain strategic relationships with leading insurance carriers and national wholesalers. • Monitor market trends, product developments, and regulatory changes to ensure the brokerage remains competitive and compliant. • Oversee end-to-end brokerage operations, including case submission, underwriting coordination, placement, and in-force service. • Ensure adherence to MassMutual, MMLIS, and all applicable regulatory and compliance standards.