Cornerstone was formed when a small group of passionate insurance professionals came together with one big idea: Create a corporation that meets the insurance and retirement needs of Senior Americans by offering them a “One Stop Shop."
Cornerstone is an independent insurance marketing organization designed to serve the financial needs of the swelling Senior Market. We have investment relationships with 40+ top rated carriers, giving our partners the ability to create truly customized financial plans. Cornerstone utilizes a truly unique synergistic sales and marketing system, which utilizes the advantageous elements provided by both the independent brokerage model and career captive designs, yielding a hybrid model that emphasizes autonomy, but simultaneously supports growth.
Where We’re Going and Growing
Cornerstone Wealth and Tax Advisory Group is growing. Our proven systems, talent acquisition programs and Forbes magazine featured strategies make us a leader in the insurance and investment industry. Currently, Cornerstone is seeking to expand it’s footprint nationwide. We accomplish this goal by partnering with agency owners and managers who are passionate about quality growth, proven results and consistent production. If you currently operate an agency, manage a sales force or have experience in agency management we want to connect with you. Let us show you how our proven model can help you and your team accomplish their professional goals.
We recognize that each of us must enhance and expand the Agency’s business to achieve our full professional potential. We believe that we do this best by committing to these values:
Conduct ourselves with integrity. Ensure that our practices reflect the highest ethical and professional standards.
Provide exceptional service and strategic solutions to our clients. Dedicate ourselves to accomplishing our client’s goals and to continually improving the value and effectiveness of our work.
Foster a team approach to client service through open communication.
Provide the same high level of service to each other as we provide to our clients.
Provide training, mentoring and growth opportunities to all members of our team. Contribute to and assume responsibility for the productivity of every team member.
Maximize the opportunities of our Agency. Commit our expertise and energy to superior management, development, administration and the other business requirements of our Agency.
Recognize daily that our people are our most valuable asset.
Encourage responsibility, honest communication, courtesy and trust.
Leverage our individual strengths, diversity and combined resources.
Attract and retain Insurance professionals and other personnel who achieve the objectives of our clients, maintain our values and enhance the business and growth of our Agency.
Develop opportunities for professional advancement and financial reward for all Insurance professionals and other personnel in our Agency.
Protect and nurture our Agency, support of the family and personal needs of our professionals and other personnel.
Serve our communities as good corporate citizens. Be active in community and industry-related service.
Generate new business policy and premiums sales.
Ensure exceptional customer satisfaction and high customer retention.
Select, coach and develop a sales and service team to meet/exceed their goals.
Manage acquisition and service cost for Branch assignment.
Bachelor’s degree or equivalent work experience.
Knowledge of personal lines products and services preferred.
Proven success with prior sales or service or related experience required.
Must possess highly effective oral and written communication skills, including group and individual presentation, persuasion, negotiation and customer service skills.
Requires excellent organizational skills, effective time management, strong leadership, interpersonal and analytical skills.
Ability to secure state specific life accident and health insurance license (Additional designations preferred)
Prior supervisory experience is helpful.
Why partner with Cornerstone?
Dedicated full service administrative and back office support for agency force
Corporate training provided by experienced insurance professionals
One check system makes tracking business easy
Equity ownership of your partner agency
Full service talent acquisition department to ensure growth
At Cornerstone your success will be rewarded financially, with one of the best compensation packages in the industry.
Our Branch Sales Manager compensation plan includes overrides on Branch Office sales, bonuses and renewals.
An outstanding award and recognition program identifies and rewards peak performers.
First year Branch Office Managers earn an average of $80,000 to $100,000, moving to the mid-$100,000 range in year two. Our top Branch Office Managers earn over $350,000 per year, with our top performer earning over $550,000.