DescriptionThe primary purpose of the Managing Director is to recruit, train, supervise, retain, and grow a unit of Financial Representatives at various stages of professional experience. The Managing Director assists the General Agent in the overall marketing, growth, and development of the firm.
Compensation: $138,000+ BOE
Benefits Include:- Medical, Dental, Vision
- Flexible Spending Account (FSA)
- Short & Long-Term Disability
- Group Life and AD&D
- 401(k) with up to 3% match
- Pension Plan
Responsibilities• Lead and inspire a team of financial representatives, fostering a culture of growth and collaboration.
• Develop and implement strategic plans to drive the firm's marketing and expansion efforts.
• Mentor and support team members at various career stages, ensuring their professional development and success.
• Collaborate with the General Agent to align on firm-wide objectives and initiatives.
• Oversee recruitment processes, ensuring we attract and retain top talent in the industry.
• Monitor performance metrics and provide actionable feedback to enhance team productivity.
• Cultivate strong relationships with clients and stakeholders, reinforcing our commitment to exceptional service delivery.
Qualifications• College degree or equivalent work experience.
• Professional designations such as CLU, ChFC, or CFP.
• NASD 7 or 6
(REQUIRED).• 4-6 years of insurance industry sales experience, including 3-5 years of field management or agency distribution system.
(REQUIRED).• Demonstrated experience and success in building financial services firms and recruitment.
(REQUIRED).• Proven track record of leading diverse teams to achieve strategic goals.
• Experience in developing and executing marketing strategies that drive growth.
• Ability to mentor and support professionals at various career stages.
• Strong collaboration skills to align with firm-wide objectives and initiatives.
• Experience in recruitment processes, with a focus on attracting top industry talent.
• Ability to analyze performance metrics and provide constructive feedback.
• Demonstrated ability to cultivate strong client and stakeholder relationships.
