We're looking for a dynamic Life Insurance Brokerage Director to lead our insurance brokerage platform's growth and performance. In this senior role, you'll harness your strategic, operational, and leadership skills to enhance our scalable systems and strengthen carrier relationships. You'll empower our advisors to provide advanced insurance solutions across life, disability, long-term care, and annuity lines, driving sustainable growth. Your efforts will ensure that we continue to deliver exceptional client outcomes, aligning with our commitment to integrity and care. You'll monitor brokerage production, advisor participation, and revenue performance to optimize our operations. By implementing initiatives to enhance case size, placement ratios, and integration with our wealth management teams, you'll play a key role in shaping our future. You'll collaborate with executive leadership on forecasting and growth strategies, establishing clear performance benchmarks for advisors and support teams. Your insights into market trends and product optimization will uncover new revenue opportunities, ensuring our continued excellence in the industry. Join us in our supportive and innovative environment, where your leadership will make a meaningful impact. Responsibilities: • Develop and execute the long-term vision for the insurance brokerage platform in alignment with firm growth goals and advisor development initiatives. • Establish and track performance benchmarks, production metrics, and quality standards to promote consistent brokerage excellence. • Drive innovation in advanced planning, case design, and product positioning to address complex client needs. • Provide hands-on guidance for advanced cases, including estate planning, business succession, executive benefits, and high-net-worth strategies. • Create and facilitate broker training programs and best-practice forums to strengthen advisor capabilities and increase production. • Cultivate and maintain strategic partnerships with leading insurance carriers and national wholesalers. • Track market trends, product developments, and regulatory updates to keep the brokerage competitive and compliant. • Supervise end-to-end brokerage operations, including case submission, underwriting coordination, placement, and in-force service. • Maintain compliance with MassMutual, MMLIS, and all relevant regulatory requirements. Qualifications: • Bachelor’s degree in finance, business, or a related field. • 6+ years of experience in insurance brokerage, advanced markets, or insurance leadership. • Knowledge of Life Insurance, Disability Insurance, Long Term Care, and annuity products and planning applications. • Proven experience supporting and developing financial advisors or producers as brokers. • Ability to communicate well with the existing brokerage unit and advisors. • Strong understanding of typical underwriting, carrier selection, and case design. • Life/Health Insurance License Required. Compensation: $100,000 - $130,000 yearly

• Develop and execute the long-term vision for the insurance brokerage platform in alignment with firm growth goals and advisor development initiatives. • Establish and track performance benchmarks, production metrics, and quality standards to promote consistent brokerage excellence. • Drive innovation in advanced planning, case design, and product positioning to address complex client needs. • Provide hands-on guidance for advanced cases, including estate planning, business succession, executive benefits, and high-net-worth strategies. • Create and facilitate broker training programs and best-practice forums to strengthen advisor capabilities and increase production. • Cultivate and maintain strategic partnerships with leading insurance carriers and national wholesalers. • Track market trends, product developments, and regulatory updates to keep the brokerage competitive and compliant. • Supervise end-to-end brokerage operations, including case submission, underwriting coordination, placement, and in-force service. • Maintain compliance with MassMutual, MMLIS, and all relevant regulatory requirements.