Company Overview

Keystone Advisors is a full-service marketing company aligned with Top Health Insurance Carriers to provide our partners and clients with a broad and competitive portfolio of Insurance Options. We have over 20 years’ experience in Insurance marketing while serving our local communities with Medicare, Individual, Group Health, Life, and Annuity products. The foundation of the company and its employees lies in our core values: Customer service, integrity, compassion, tenacity, & being a team player.

Job Summary

Sr Sales Manager will lead our local Broker Relations team towards their efforts in finding the best independent agent partners. SIBRM will work with their team to ensure continual and sustainable growth is occurring. Emulate the culture of Keystone and coach their recruiters to ensure that we are capitalizing on every opportunity. The senior manager will be the eyes and ears of the recruiting team to ensure that the Broker Relations department is proactive in identifying future needs and asks in the market. The responsibilities of the Sr. Insurance Broker Relations Manager are to ensure our company attracts and retains the best agent partners while growing a strong pipeline.

Duties and Responsibilities

  • Manage and oversee the day-to-day operations of the external team of Agent Sales Managers through vision casting, coaching, and collaboration.
  • Develop sales strategies for the external sales agents.
  • Meet or exceed production goals by providing support and expertise to marketing managers for the purpose of department goal attainment.
  • Mentor agents to improve sales processes to identify ways and means to increase agent’s business with existing and new clients.
  • Develop rapport and working relationships with carrier market managers in assigned territories to generate production opportunities for to drive and generate sales.
  • Create new recruiting strategies and creating recruitment documents.
  • Recruiting and advertising agent opportunists on various channels to find independent agents and fostering long-term relationships.
  • Some domestic travel related to industry events.
  • Assist with training and credentialing for external sales agent.
  • Support and assist in development of annual sales budget.
  • Remain knowledgeable with the inevitable changes of the insurance market and learn latest information.
  • Responsible for acting in accordance with and comply with all departmental & company policies in relation to things such as Compliance program, Medicare programs, etc.
  • Other duties as assigned or requested based on company needs.


  • College degree preferred.
  • 3 years of experience in Sales and/or marketing
  • Computer and internet proficiency, especially proficiency with Microsoft Office
  • An aptitude for learning, coaching, and persuasion
  • An attitude of persistence and a “can-do” attitude
  • 5+ years of Healthcare & Insurance experience
  • Proficient communication in English (verbal and written); excellent grammar and spelling; some occasional domestic travel may be required for insurance industry events.
  • 3+ years of experience working with a CRM (Customer Relations Management system)


  • Strong Leadership skills in a sales environment
  • Entrepreneurial experience, large or small
  • Community/volunteer leadership experience
  • Experience working with Medicare and other Senior insurance products.
  • Staffing center experience or recruiting experience
  • Fluency in additional language(s) is helpful to expand marketing capabilities.
  • Experience working with a CRM (Customer Relations Management system)
  • Proficient communication in English (verbal and written)
  • Experience in the Insurance Market, either through selling and or support
  • Self-managed individual, who organizes and prioritizes daily tasks for maximum productivity without daily oversight.
  • Organize and prioritize daily tasks for maximum productivity.
  • Multi-task.