TruOak Financial Partners is looking for a Director of Brokerage who can recruit producers, strengthen broker relationships, and help turn a growing life insurance department into a major driver of the firm’s expansion.

This hybrid leadership role is for someone who understands life insurance and knows how to build relationships with independent brokers, financial professionals, and producing agents. Recruiting new brokerage relationships will be a major part of the position, along with helping existing producers place more business and get greater value from the TruOak platform.

You will be responsible for expanding our brokerage network throughout Atlanta and the surrounding market. That means identifying prospective producers, starting conversations, presenting our capabilities, and developing relationships that lead to long-term production.

Once brokers join the platform, you will remain closely involved. You will help them navigate products, solve case-related challenges, identify opportunities, and connect them with the resources needed to grow their business.

This is not an administrative position. We need a visible and proactive leader who can create activity, establish accountability, and become a trusted resource for both new and experienced producers.

For someone who can recruit producers, earn their trust, and help them write more business, this is an opportunity to take ownership of a growing department and directly influence TruOak’s continued expansion.

Compensation and Benefits

• Competitive base salary based on experience

• Bonus opportunities

• Medical benefits

• Dental benefits

• 401(k)

• Hybrid work environment

• Recruit independent life insurance brokers, agents, and financial professionals
• Build and maintain a consistent pipeline of prospective brokerage relationships
• Introduce producers to TruOak’s products, resources, case support, and planning capabilities
• Develop existing broker relationships and identify opportunities for additional production
• Help producers navigate life insurance products, carrier options, and case-placement challenges
• Coach brokers on activity, business development, and practice growth
• Monitor recruiting, engagement, and production goals across the department
• Improve the onboarding and ongoing experience for brokerage partners
• Partner with firm leadership on brokerage growth and market-development strategies
• Represent TruOak at industry events, networking opportunities, and producer meetings

• Active Life and Health insurance license
• At least three years of experience in life insurance, brokerage, financial services, or producer support
• Strong knowledge of life insurance products and the case-placement process
• Experience recruiting, developing, or managing brokers and producers
• The ability to build relationships and clearly communicate the value of a brokerage platform
• Strong follow-through, organization, and problem-solving skills
• A leadership style centered on accountability, service, and growth

TruOak Financial Partners is one of the Southeast’s growing comprehensive financial services firms, built on a simple commitment: strong relationships, holistic planning, and advisor-first support. With more than 100 financial professionals across ten states, TruOak continues to expand as part of the respected National Life Group network.

As a non-captive, advisor-focused firm, we give advisors the independence to build their own brand and DBA while providing the infrastructure, training, mentorship, and resources of a national organization. Led by a newly appointed CEO with national recognition for leadership, recruiting excellence, and building high-performing advisory teams, TruOak is entering a new era of growth centered on elite development, modern planning tools, and a culture that puts advisors first.

TruOak was also named a 2026 Culture Excellence & Industry Awards winner through TopWorkplaces.com and Bucketlist, based on employee feedback surveys.