Broker job description

Transworld Business Advisors is expanding throughout Ohio. With over 300 offices in the US and worldwide, we are growing rapidly and actively hiring business brokers, sales consultants, and advisors to work in the greater metropolitan Cleveland / North Central Ohio area.

Last year, most of our 800+ sales professionals earned well over 6 figures with several dozen making over $200,000. Choose your compensation level as this is a 100% commission-based position. With your drive, dedication, commitment, and transferrable skills, you too can be part of the exciting expansion. Earn commission from 3 separate and distinct revenue sources: sales of existing businesses, franchise development consulting, and existing franchise sales – we represent over 500 franchise businesses.

Training is provided and previous business broker experience is NOT a requirement. We want hard working, enthusiastic, driven, ethical, smart people who love to learn and have a passion for helping local business owners succeed.

Job Description – your primary duties as a business broker include:

• Business Brokerage – build relationships with small business owners and help them prepare their business to be confidentially listed for sale. Once the business is listed you act as relationship manager on the transaction, representing the seller, screening buyers, qualifying offers, overseeing due diligence and managing the closing process.
• Franchise Consulting – help prospective buyers find and purchase the right franchise based on their wants, skill sets, financial ability and earning expectations. We have partnerships with hundreds of franchisors whom you can present to potential buyers.
• Franchise Development – support owners to grow and expand their business through franchising.
• Exit Planning – as a preferred consulting partner with Exit Factor , work with small and mid-sized companies to prepare them for sale by partnering with our certified exit planners increasing total enterprise value and likelihood of success.

While you operate independently as an entrepreneur setting your own schedule and building your business around your desired lifestyle, the office provides you with a multitude of support programs and functions to help drive your success. This includes local marketing and lead generation activities, customized tele-consulting, targeted direct mail programs, administrative support, initial training, continued career development and team-based sales support.

Our business broker position is a unique role that is highly attractive. Some of our most successful business brokers come from a variety of backgrounds:

• Retired senior executives
• Former small or middle market business owners
• Outside sales professionals accustomed to selling intangible products and services
• Finance and Accounting professionals
• Veterans – your military service, background and experience is advantageous

We work directly with owners of businesses, Presidents, and CEO’s. If you have worked as either a small business owner yourself, or someone who has partnered with and provided services to small business – this position allows you to utilize your experience, transferrable skills and your personal network helping people buy and sell businesses.

For those of you who have spent their career in corporate America and are tired of the rat race and heavy travel demands, this position allows you to leverage your transferrable skills and experience with business owners while providing you the income you desire enjoying the lifestyle of your choice.

Company DescriptionTransworld Business Advisors is a leading international provider of full service business brokerage, franchise consulting, and franchise development. Although we are part of a highly successful, growing, international organization our office is independently owned, operated and headquartered in Cleveland Metro area.

This position is responsible for the sales growth of the Medicare Advantage broker sales channel for the Northern and Upper Peninsula, Michigan market. As a key member of this Medicare Sales team, you will: Recruit new brokers to sell Medicare Advantage products. Develop relationships with assigned brokers to assist them in achieving their sales goals. Train and monitor agents. Provide needed support in areas such as contracting, certification, marketing, and commissions. Assist local market management in strategy development.
Pay Range

The typical pay range for this role is:

Minimum: 60,400

Maximum: 120,800

Please keep in mind that this range represents the pay range for all positions in the job grade within which this position falls. The actual salary offer will take into account a wide range of factors, including location.

Required Qualifications

-Minimum 5 years sales and/or Broker sales experience in the Medicare industry required. -Excellent written and verbal communication and presentation skills. -Ability to communicate effectively with all levels of management. Insurance Producer License required. -The ability to use standard corporate software packages and corporate applications is a must.**MUST be located in the market or willing to self-relocate**

COVID Requirements

COVID-19 Vaccination Requirement

CVS Health requires certain colleagues to be fully vaccinated against COVID-19 (including any booster shots if required), where allowable under the law, unless they are approved for a reasonable accommodation based on disability, medical condition, religious belief, or other legally recognized reasons that prevents them from being vaccinated.

You are required to have received at least one COVID-19 shot prior to your first day of employment and to provide proof of your vaccination status or apply for a reasonable accommodation within the first 10 days of your employment. Please note that in some states and roles, you may be required to provide proof of full vaccination or an approved reasonable accommodation before you can begin to actively work.

Preferred Qualifications

-Driven Sales Leadership and entrepreneurial marketing mindset. -Excellent time management skills with a commitment to ensure completion of tasks and campaigns.-Collaborative relationship builder and team player.

Education

Bachelor's Degree preferred but will consider minimum 5 years field sales experience.

Business Overview

At Aetna, a CVS Health company, we are joined in a common purpose: helping people on their path to better health. We are working to transform health care through innovations that make quality care more accessible, easier to use, less expensive and patient-focused. Working together and organizing around the individual, we are pioneering a new approach to total health that puts people at the heart.

We are committed to maintaining a diverse and inclusive workplace. CVS Health is an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring or promotion based on race, ethnicity, gender, gender identity, age, disability or protected veteran status. We proudly support and encourage people with military experience (active, veterans, reservists and National Guard) as well as military spouses to apply for CVS Health job opportunities.

FrankCrum, voted by its employees as a Top Workplace in Tampa Bay for more than 10 years in a row, is a Professional Employer Organization (PEO) based in Clearwater, Florida. FrankCrum employs approximately 400 people who serve over 4,000 businesses by offering a full range of HR services, including payroll, employee benefits, HR consulting services and workers' compensation insurance. Our PEO is a family culture that encourages people to feel at home, collaborate, and respect each other and we live by our Pillars of Excellence which are Integrity, Prosperity, and Affinity!

The Role You'll Play to Create Success

We are excited to announce our search for a full-time Broker Manager in Georgia ! In this role, you will have the opportunity to impact the FrankCrum business everyday by promoting ongoing sales growth and client retention through the recruitment and management of broker relationships on a regional level.

1. Prospects, obtains, and develops successful broker relationships on a regional to national level to maintain profitable sales growth. Researches, identifies, and recommends new business leads.
2. Continually establishes new agent relationships.
3. Cold calls to obtain new business opportunities. Develops relationships with brokers, agents, accounting firms, CPAs, etc. to generate client referrals.
4. Develops and presents proposals and client specific solutions.
5. Educates brokers about the FrankCrum product line and provides updates and retraining on an ongoing basis.
6. Trains brokers on how to market and sell the FrankCrum product line.
7. Maintains professional licensing and technical knowledge by establishing personal networks, participating in professional societies and online webinars.
8. Develops and manages the External Sales Department’s budgets.
9. Sends out a minimum of two Constant Contact campaigns per month in addition to adding new contacts monthly.
10. Meet monthly goals regarding number of RFP's submitted, maintain Lead Trackers, and attend business meetings, trade shows, networking events, seminars, and conferences as directed.

The Attributes We Seek

Keys to success in this position include exceptional customer service, written, listening and communication skills, and sales experience. Knowledge of the PEO structure, cold-calling, prospecting, negotiation, and probability and risk management is preferred. Able to work remotely and successfully manage the Georgia territory.

Our Competitive Benefits

Along with this great opportunity, FrankCrum also provides exceptional benefits from top carriers including:

• Health Insurance is $0 paycheck cost for employee's coverage and only $150/month for family!
• Dental and Vision Insurance
• Short Term Disability and Term Life Insurance at no cost to the employee
• Long Term Disability and Voluntary Term Life Insurance
• Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance
• 401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match
• Employee Assistance Program at no cost to the employee
• Flexible Spending Accounts for Medical and Dependent Care Reimbursement
• Health Savings Account funded by FrankCrum
• Paid time off and holiday pay
• Education reimbursement up to $5,250 tax free per calendar year
• PTO cash out
• Tickets at Work and access to the Corporate America Family Credit Union
• Employee and client referral bonus program
• Paid volunteer time

What's Special About FrankCrum

FrankCrum, a family-owned business-to-business entity since 1981 made of several companies: FrankCrum Corporate (a professional employer organization), FrankCrum Staffing, Frank Winston Crum Insurance Company, and the FrankCrum Insurance Agency - all based in Clearwater, Florida. This "family of employer solutions" employs more than 400 people who serves over 4,000 clients throughout the United States. FrankCrum employees are trained to deliver high value through exceptional customer service and treat clients and coworkers like family. By living by our Brand Pillars (Integrity, Affinity, and Prosperity) employees are recognized at quarterly events for exceptional customer service and milestones in tenure.

The FrankCrum headquarters spans 14 acres and includes a cafe, subsidized for employees. Menus include made-to-order breakfast, hot lunch options and even dinners that can be ordered to-go, all at very affordable prices. The cafe also plays host to monthly birthday and anniversary celebrations, eating and costume contests, and yearly holiday parties. Through the input of its own employees, The Tampa Bay Times has recognized FrankCrum as a Top Place to Work for more than 10 years in a row! FrankCrum also supports several community efforts through Trinity Cafe, the Homeless Empowerment Program, Angel Tree, and Clearwater Free Clinic!

If you want to play this role to positively impact our clients' day-to-day business, then apply now!

FrankCrum is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances

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