Relationship & Sales Management: Build and manage brokerage partners to consistently drive sales and achieve organizational targets.
Strategic Planning: Assist in designing and implementing distribution strategies for our partnership channels.
Partner Enablement: Design and deliver engaging training programs, market updates, and educational materials.
Dedicated Support: Serve as the main point of contact for brokers, resolving inquiries and guiding them through underwriting standards, Financial Needs Analysis (FNA), and submission processes.