Professional designations such as CLU, ChFC, or CFP
NASD Series 6 or 7 license (REQUIRED)
4-6 years in insurance industry sales, including 3-5 years in management (REQUIRED)
Proven success in building financial services firms and recruitment
Responsibilities
Lead and inspire a team of financial representatives
Develop and implement strategic plans for marketing and growth
Mentor and support team members in their professional development
Collaborate with the General Agent on firm objectives
Oversee recruitment to attract and retain top talent
Monitor performance metrics and provide feedback for improvement
Cultivate relationships with clients and stakeholders
Benefits
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
Full Job Description
Description
As our Managing Director, you'll be at the forefront of this mission, leading a team of Financial Representatives to not only grow their careers but also to help clients achieve fulfilling financial lives. Your leadership will drive the marketing and development of our firm, ensuring our goals are met.
We offer a competitive salary starting at $138,000, alongside comprehensive benefits such as medical, dental, and vision insurance, a 401(k) with up to a three percent match, and a generous pension plan. You'll also have access to a Flexible Spending Account and disability coverage. If you're ready to lead with innovation in a supportive, inclusive environment, we'd love to hear from you. Join us, and let's work together to make financial success accessible to all.
Responsibilities • Lead and inspire a team of Financial Representatives to achieve their professional goals and deliver exceptional client service. • Develop and implement strategic marketing initiatives to enhance our firm's visibility and client engagement. • Foster a culture of innovation and collaboration, encouraging team members to share ideas and solutions. • Oversee the financial performance of the firm, ensuring alignment with our mission and growth objectives. • Build and maintain strong relationships with clients, stakeholders, and industry partners to drive business development. • Ensure compliance with industry regulations and company policies, maintaining the highest standards of integrity. • Analyze market trends and client needs to identify opportunities for new services and product offerings.
