TruOak Financial Partners is looking for a Director of Brokerage who understands life insurance, knows how to support producers, and can help brokers place more business. In this hybrid role, you ...
TruOak Financial Partners is looking for a Director of Brokerage who understands life insurance, knows how to support producers, and can help brokers place more business. In this hybrid role, you ...
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New
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New
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Description Dynasty Financial Partners is seeking a seasoned and dynamic senior salesperson to serve as Business Development Officer (BDO) in the western region. This highly visible role will be ...
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Financial Partners information
See salary details
$31.5K - $39.1K
6% of jobs
$44.7K is the 25th percentile. Wages below this are outliers.
$39.1K - $46.7K
25% of jobs
$46.7K - $54.3K
13% of jobs
The median wage is $61.2K / yr.
$54.3K - $61.9K
6% of jobs
$61.9K - $69.5K
4% of jobs
$69.5K - $77K
12% of jobs
$77K - $84.6K
6% of jobs
$87.5K is the 75th percentile. Wages above this are outliers.
$84.6K - $92.2K
6% of jobs
$92.2K - $99.8K
8% of jobs
$99.8K - $107.4K
7% of jobs
$107.4K - $115K
5% of jobs
$31.5K
$71.6K
$115K
How much do financial partners jobs pay per year?
As of Aug 9, 2026, the average yearly pay for financial partners in the United States is $71,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $92,000.00 per year, depending on experience, location, and employer.
What is the difference between Financial Partners vs Financial Advisors?
| Aspect | Financial Partners | Financial Advisors |
|---|---|---|
| Credentials | Certifications vary; often include CFP, CFA, or CPA | Typically hold CFP, CFA, or Series 7/66 licenses |
| Work Environment | Collaborate with clients and internal teams, often in corporate or financial firms | Work directly with clients to provide financial planning and investment advice |
| Employer & Industry Usage | Used by firms offering partnership or collaborative financial services | Commonly employed by banks, advisory firms, and independent practices |
Financial Partners and Financial Advisors both require relevant certifications and work within the financial industry. However, Financial Partners often refer to collaborative roles within firms, while Financial Advisors focus on direct client financial planning and investment advice. Understanding these differences helps clarify career paths and service offerings in the financial sector.
What cities are hiring for Financial Partners jobs? Cities with the most Financial Partners job openings:
What are the most commonly searched types of Financial Partners jobs? The most popular types of Financial Partners jobs are:
What states have the most Financial Partners jobs? States with the most job openings for Financial Partners jobs include:
Full-time
Medical, Dental, Life, Retirement
Re-posted 9 hours ago
Job description
Description
Help lead and grow a life insurance brokerage department where your experience will have a real impact.
TruOak Financial Partners is looking for a Director of Brokerage who understands life insurance, knows how to support producers, and can help brokers place more business. In this hybrid role, you will work directly with new and experienced brokers to answer questions, solve problems, strengthen relationships, and improve overall production.
This is not simply an administrative position. We need someone who can bring structure, energy, and leadership to the department. The right person will know how to coach producers, improve activity, create accountability, and become a trusted resource that brokers can rely on.
You will also help identify opportunities for growth, improve the broker experience, and work alongside firm leadership to reach key production and development goals.
Candidates must have an active Life & Health license and at least three years of experience in life insurance, brokerage, financial services, or advisor support.
This is a hybrid salaried position with bonus opportunities, medical benefits, dental benefits, & a 401(k).
For someone ready to take ownership of a growing department and play a meaningful role in the continued expansion of TruOak Financial Partners, this is a strong next step.
Responsibilities
• Lead and inspire a team of over 200 brokers, fostering a culture of collaboration and growth.
• Develop and implement strategic plans to enhance brokerage activities and achieve key growth objectives.
• Provide direct support and guidance to brokers, addressing inquiries and facilitating problem-solving.
• Strengthen relationships with brokers by offering consistent, reliable support and resources.
• Coach brokers to improve their skills, increase activity, and successfully place more business.
• Monitor and analyze brokerage performance, identifying areas for improvement and implementing solutions.
Qualifications
• Must have a Life and Health License.
• Experience in leading and inspiring large teams, ideally in a brokerage or financial services environment.
• Ability to develop and implement strategic plans that drive growth and enhance brokerage activities.
• Proven track record of coaching and mentoring brokers to improve their skills and increase business activity.
• Strong analytical skills to monitor and assess brokerage performance, identifying areas for improvement.
• Excellent communication skills to provide direct support and guidance to brokers, addressing inquiries effectively.
• Ability to foster a culture of collaboration and growth within a large team.
Help lead and grow a life insurance brokerage department where your experience will have a real impact.
TruOak Financial Partners is looking for a Director of Brokerage who understands life insurance, knows how to support producers, and can help brokers place more business. In this hybrid role, you will work directly with new and experienced brokers to answer questions, solve problems, strengthen relationships, and improve overall production.
This is not simply an administrative position. We need someone who can bring structure, energy, and leadership to the department. The right person will know how to coach producers, improve activity, create accountability, and become a trusted resource that brokers can rely on.
You will also help identify opportunities for growth, improve the broker experience, and work alongside firm leadership to reach key production and development goals.
Candidates must have an active Life & Health license and at least three years of experience in life insurance, brokerage, financial services, or advisor support.
This is a hybrid salaried position with bonus opportunities, medical benefits, dental benefits, & a 401(k).
For someone ready to take ownership of a growing department and play a meaningful role in the continued expansion of TruOak Financial Partners, this is a strong next step.
Responsibilities
• Lead and inspire a team of over 200 brokers, fostering a culture of collaboration and growth.
• Develop and implement strategic plans to enhance brokerage activities and achieve key growth objectives.
• Provide direct support and guidance to brokers, addressing inquiries and facilitating problem-solving.
• Strengthen relationships with brokers by offering consistent, reliable support and resources.
• Coach brokers to improve their skills, increase activity, and successfully place more business.
• Monitor and analyze brokerage performance, identifying areas for improvement and implementing solutions.
Qualifications
• Must have a Life and Health License.
• Experience in leading and inspiring large teams, ideally in a brokerage or financial services environment.
• Ability to develop and implement strategic plans that drive growth and enhance brokerage activities.
• Proven track record of coaching and mentoring brokers to improve their skills and increase business activity.
• Strong analytical skills to monitor and assess brokerage performance, identifying areas for improvement.
• Excellent communication skills to provide direct support and guidance to brokers, addressing inquiries effectively.
• Ability to foster a culture of collaboration and growth within a large team.