Insurance Sales Broker Manager - CA

This position is posted by Jobgether on behalf of FrankCrum. We are currently looking for an Insurance Sales Broker Manager in California (USA).

We’re seeking a strategic, results-oriented Broker Manager to drive sales growth by recruiting, training, and managing a network of insurance brokers. In this role, you’ll spearhead regional expansion, forge meaningful partnerships, and deliver tailored solutions to help businesses thrive. You’ll be empowered to work independently while enjoying the support of a collaborative and high-performing team. This is a unique opportunity to make a measurable impact within a dynamic, people-first organization.

Accountabilities:

• Build and manage relationships with brokers, agents, CPAs, and other key referral sources to generate new business opportunities.
• Conduct cold outreach, identify high-potential leads, and guide prospects through the sales funnel.
• Deliver presentations and customized proposals that showcase value-added solutions to clients.
• Provide ongoing training and support to brokers on product offerings and sales strategies.
• Maintain an up-to-date knowledge of insurance products, market trends, and compliance regulations.
• Represent the organization at trade shows, networking events, and industry conferences.
• Meet and exceed monthly goals related to RFP submissions, lead generation, and client acquisition.
• Oversee budgets and campaign performance for regional outreach, including digital campaigns and contact expansion.

• 5+ years of experience in B2B sales, preferably within a PEO, insurance, or HR services environment.
• Strong background in cold-calling, prospecting, and managing broker relationships.
• Exceptional communication, negotiation, and presentation skills.
• Proficiency in CRM tools and Microsoft Office Suite; familiarity with lead tracking systems.
• Ability to work independently in a remote setup while managing a California-based territory.
• Preferred: Experience with PEO models, understanding of risk management principles, and knowledge of licensing requirements.

• Competitive base salary ranging from $80,000 to $150,000 annually, with potential for discretionary incentive compensation.
• Remote full-time position with flexibility.
• Zero-cost health insurance for employees and affordable family coverage.
• Free dental and vision coverage, plus short-term disability and life insurance.
• Access to 401(k) plan with 100% match on the first 4% contributed, vested immediately.
• Paid time off, paid holidays, and PTO cash-out option.
• Employer-funded Health Savings Account and Flexible Spending Accounts.
• Education reimbursement of up to $5,250 per year (tax-free).
• Access to legal services, pet insurance, wellness programs, and employee discounts.
• Paid volunteer hours and referral bonuses.
• Supportive, people-centered company culture with extensive internal recognition programs.

Jobgether is a Talent Matching Platform that partners with companies worldwide to efficiently connect top talent with the right opportunities through AI-driven job matching.
When you apply, your profile goes through our AI-powered screening process designed to identify top talent efficiently and fairly.
🔍 Our AI evaluates your CV and LinkedIn profile thoroughly, analyzing your skills, experience and achievements.
📊 It compares your profile to the job’s core requirements and past success factors to determine your match score.
🎯 Based on this analysis, we automatically shortlist the 3 candidates with the highest match to the role.
🧠 When necessary, our human team may perform an additional manual review to ensure no strong profile is missed.

The process is transparent, skills-based, and free of bias — focusing solely on your fit for the role.
Once the shortlist is completed, we share it directly with the company that owns the job opening. The final decision and next steps (such as interviews or additional assessments) are then made by their internal hiring team.

Thank you for your interest!

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