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)
Brokerage Solutions is seeking a highly energetic and organized individual to join our team as a Case Manager in our Fort Washington, PA, offices. As a Case Manager, you will be responsible for coordinating, managing, and facilitating life insurance & annuities opportunities, including performing follow-ups, coordinating quotes, and providing proficient and proactive services to new and existing clients. You will be expected to engage in frequent communication with the sales team, life insurance companies, external producers & financial advisors, medical facilities, and internal resources to manage client expectations and provide first-class service throughout the process.
Brokerage Solutions has been a leading Brokerage General Agency in the life insurance and annuity space for more than 20 years. We aim to bring clarity to complex financial needs by empowering advisors with the tools, resources, and knowledge to expand their business and achieve superior outcomes for their clients.
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Brokerage Solutions and its affiliates are equal opportunity employers. We do not discriminate based upon race, color, national origin, sex, sexual orientation, gender, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.