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CNO Financial Group Senior Broker Development Consultant - Remote in Texas in Beaumont, Texas

CNO Financial Group’s Worksite unit, Optavise, is hiring a Senior Broker Development Consultant to drive partnerships and sales of insurance, enrollment services, benefits technology and other services through employee benefits brokers and their clients. In this role, you will help design, develop, and deliver a new Broker Training Curriculum and Broker Certification Program for Optavise Career Agents. This role will support Optavise agents in Texas.

We are seeking someone to ensure a consistent, high-growth experiences for our broker partners. You’ll troubleshoot issues when they arise, acting as the high-touch home office liaison, for the distribution partner. We want creative builders who love to win and collaborate with colleagues and are also comfortable with peer mentoring and development responsibilities working with less experienced Broker Consultants. The Senior Broker Development Consultant will research to identify local brokers who would value the enrollment and engagement services we provide. They then partner with Optavise Agents and State Managers to deliver enrollment support to local brokers

This is your opportunity to bring your proven track-record of insurance broker partnering skills – and experience instructing agents to win through brokers - to our growing team! You’ll be part of the growing the broker channel at Optavise as you grow your own career. You won’t feel pressure to hit unattainable metrics in this salaried plus incentive-based compensation package.

As a Senior Broker Development Consultant, your responsibilities will include:

  • Partner to lead the design and delivery of the Broker Training and Certification Programs for colleagues and our Career Agents.

  • Help establish and maintain systematic tracking of new broker outreach using CRM and other tools to create a broker repository

  • Collaborate with internal departments to craft and manage sales field and broker-facing communications to support ongoing programs, such as incentives and trips

  • Drive sales with existing Partners and Producer by identification of new or ongoing gaps in their business model that can be filled with Optavise solutions: value adds, product, technology, process, etc.

  • Strategize with producers to identify new group opportunities and create customized Optavise solutions.

  • Facilitate quoting/New Business/Underwriting/Enrollment setup for individual business and non-specialty cases.

  • Create tailored internal and in-field training to maximize adoption of new products/services, technology & compliance practices. Serve as sales liaison for Partners, Top Producers and Key Agents in assigned territory.

  • Conduct trend and data analysis for territory in coordination with sales director and develop/implement action plans to improve results, such as: (A) Analyze sales results, retention and key producer productivity to identify any upward/downward movement of Partners; develops solutions for downward trends; (B) Monitor business persistency reporting – flag any potential problem results and take action to improve

  • Develop recruiting strategy and action plans for annual territory objectives, coordinated with sales director(s).

  • Develop and manage territory recruiting pipeline, including sourcing leads (personally and via Sales Development) and driving new recruits to production; includes outbound calls, contracting and in-field recruiting/training meetings.

  • Create and lead customized training and other required support to achieve new partner and producer growth targets.

The Senior Broker Development Consultant position is well-suited for you if you:

  • Identify and build relationships with small to medium sized employee benefits brokers, understanding their business, and how we might help them grow.

  • Court and acquire brokers and develop strong lasting relationships.

  • Possess in-depth knowledge of voluntary benefits sales and service.

  • Show a proven track record of skills in training, mentoring, and collaboration.

What you’ll need:

  • Bachelor’s degree or 8 years of relevant experience as an equivalent.

  • At least 5 years of experience in Health & Financial Services Support; including sales, marketing and/or service operations; strategic growth project initiatives related to financial services business growth.

  • Active Health & Life insurance license OR the ability to obtain licensure within 90 days of hire

What will set you apart:

  • 5+ years in voluntary worksite sales.

  • 2+ years of sales management experience.

  • Fluency in both English and Spanish.

  • Professional designations such as LOMA.

  • Existing broker relationships that can be tapped immediately.

This role is full time work from home (WFH), also known as Remote. This role can be performed from any US based location within the central or eastern time zone. Associates who live within a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Philadelphia, Orlando and Milwaukee) will have access to come into that Office up to 2 days/week, and work from home at least 3 days/week. Work cannot be performed from outside of the United States.

CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands and supported by our associates and agents. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million policies and more than $35 billion in total assets. Our 3,400 associates, 8,600 exclusive agents and independent partner agents guide individuals, families and businesses through a lifetime of financial decisions.

We are financially strong and well positioned for continued growth, and we are grounded in our core values of Diversity, Equity & Inclusion (DE&I); Integrity, Customer Focus, Excellence, and Teamwork. We have offices in more than 260 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Philadelphia, Orlando and Milwaukee.

At CNO Financial Group, we’re always looking forward—to the security and stability we help create for our insurance brands’ customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences.

If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit


ReqID: JR167037

Category: Sales/Telesales

Job Type: Full-Time

Additional Locations: Houston, TX; Fort Worth, TX; El Paso, TX; Irving, TX; Virtual, TX