Associate Brokerage Director

The Associate Brokerage Director is responsible for sourcing and developing new broker relationships, supporting case design and development, and managing existing broker partnerships to generate new business opportunities. The ideal candidate is a proactive communicator, skilled relationship builder, and driven to meet production goals.

Key Responsibilities

Broker Development & Prospecting

• Proactively identify, target, and establish relationships with new brokers who have not previously conducted business with Capstone Partners.
• Execute a consistent outreach strategy, including a minimum of 25 broker interactions per week (in-person meetings, Zoom calls, and phone outreach), to build a strong and sustainable pipeline.
• Clearly communicate Capstone’s value proposition and available solutions to prospective partners.
• Maintain accurate and up-to-date records of all prospecting activities, pipeline opportunities, and broker interactions within Salesforce CRM.
• Assist in coordinating and facilitating the broker onboarding process, including background checks, contracting, licensing requirements, and E&O documentation, ensuring a smooth and efficient experience.

Case Design & Development

• Partner with brokers and internal specialists to develop customized insurance and financial strategies aligned with client needs and objectives.
• Assist in case preparation, including gathering client data, running illustrations, and positioning appropriate solutions.
• Act as a liaison between brokers and internal teams to ensure timely follow-up, clear communication, and efficient case progression.
• Stay informed on product offerings, carrier updates, and industry trends to support effective case design and recommendations.

Broker Relationship Management

• Build, maintain, and strengthen relationships with assigned brokers to drive long-term engagement and loyalty.
• Regularly connect with existing partners to identify new opportunities, provide updates, and support ongoing business development efforts.
• Analyze broker activity and production trends to uncover opportunities for growth and increased engagement.
• Collaborate with leadership to prioritize high-potential relationships and implement targeted growth strategies.

Qualifications & Experience

• Bachelor’s degree required, or equivalent combination of education and relevant professional experience
• 2–5 years of experience in life insurance, brokerage, or financial services preferred
• Strong attention to detail with the ability to manage multiple priorities and deadlines effectively
• Demonstrated ability to handle sensitive client and business information with a high degree of confidentiality and professionalism
• Excellent communication and interpersonal skills, with a proven ability to build and maintain relationships
• Self-motivated, organized, and results-oriented with a proactive approach to business development

Compensation & Benefits

• Annual salary: $500,000–$70,000, commensurate with experience
• Eligible for incentive compensation based on performance and production goals

Comprehensive benefits package, including:

• Medical, dental, vision, and life insurance
• Company-paid short-term and long-term disability
• 401(k) with 5% company match