Careers

Job Title:               Brokerage Director

Job Location:        Santa Ana, CA

Salary:                  $150,259 per year

Job Duties:           Responsible for developing processes in the firm’s financial management of client asset and portfolios to maintain standardized and efficient underwriting processes, exceptional client experience, and valuable business relationships through the firm’s online platform, internet presence, and in-person business channels. Oversee the production of client portfolio financials, mathematical financing related models, and analysis of key return/risk metrics to accurately process the business of domestic and global clientele with a net worth of $20-50 million.

• • Examine client investment portfolios and financial statements to determine suitability of financial products and process premium financing loan and product application [20%].
  • Identify business opportunities and direct and participate in negotiations with qualified insurance carriers, third-party service providers, and insurance agencies to establish business
  • relationships and place product transactions [18%].
  • Utilizing product illustration software and financial modeling tools, analyze and interpret forecast models and risk indicators to identify potential impacts on return-on-investment and
  • company objectives, and confer with upper management [10%].
  • Communicate and network with external partners including financial advisors, law firms, and CPA firms to deliver optimal strategies to clients and attract new business [10%].
  • Evaluate financial metrics, underwriting procedures, and market data to improve product design and process standardization [6%].
  • Implement procedures for custody of company office assets and records to ensure safekeeping using SharePoint [5%].
  • Establish and maintain lasting relationships with individual and business clients, and provide client resources (e.g. market conditions, policy changes, professional introductions) as needed
  • [5%].
  • Communicate with investors and stockholders to collect documentation and prepare financial and regulatory documents [5%].
  • Plan, assign, and supervise the activities of subordinates to promote efficient, transparent, and pleasant working environment [5%].
  • Participate in conference meetings with external partners and upper management to report operational items, risks, and budgets, and leverage financial knowledge to propose short- term
  • and long-term business strategies [5%].
  • Monitor case log and progress reports to keep track of project status, outstanding requirements and adjust business objectives/strategies, as necessary [4%].
  • Monitor and analyze the key developments in industries, market conditions, and updated policies from business partners to improve product features, assess financial condition of
  • company, and maintain competitive advantages in the market [3%].
  • Recruit staff members based on business needs, and oversee training procedures and provide performance reviews [2%].
  • Review collection reports from carriers and third-party service providers to determine status of collections and amount of outstanding balances [2%].

• Master’s degree in Finance or closely related field
• Two years of experience as a Financial Analyst, Financial Advisor, Data Analyst or related position/experience within the insurance industry

To apply, email your resume to Nelson Lee, underwriting@pacwealthsolutions.com