Managing Associate

Job Description

Job Description

The primary purpose of the Managing Associate role is to actively support the firm’s leadership team in driving marketing initiatives, business growth, and overall organizational development. In this role, you will play a key part in advancing strategic objectives by contributing to business development efforts, helping execute targeted marketing initiatives, and supporting programs designed to enhance advisor performance and firm-wide growth.

This position offers the opportunity to be closely involved in shaping growth strategies, strengthening client and advisor engagement, and contributing to the long-term success of the organization.

• Drive business growth by consistently meeting annual recruiting targets and attracting high-caliber talent to strengthen and expand the organization. Maintain strong personal production performance, meeting and exceeding the standards required for leadership recognition while demonstrating credibility as a producing leader.
• Partner closely with senior leadership to identify and evaluate strategic target markets, and support the execution of recruiting and training initiatives that capitalize on emerging growth opportunities.
• Actively engage in leadership development programs to continuously enhance skills, broaden capabilities, and prepare for expanded responsibilities within a dynamic and evolving business environment.

• Results-oriented sales professional with 2–3 years of experience in the insurance industry, including exposure to agency distribution and field leadership environments. Proven Producer Group Leader with a demonstrated ability to recruit, develop, and grow high-performing teams. Adept at building meaningful relationships across diverse backgrounds, facilitating impactful conversations around performance, career growth, and personal development.
• Passionate about talent development, with a strong track record of coaching, mentoring, and holding individuals accountable to achieve measurable results. Skilled in adapting leadership approaches to align with individual strengths while reinforcing organizational values, best practices, and performance standards. Self-motivated and business-driven, with a high sense of urgency, sound judgment, and a commitment to operational excellence. Highly organized with strong planning capabilities and proficient in leveraging training platforms and development resources to accelerate team and business growth.

The Guardian Kansas City office provides comprehensive insurance and financial services to individuals, families, and businesses that are seeking to integrate the many aspects of their “personal economy” into a unified strategy. Our team of professionals has experience in every dimension of financial services. Working in close collaboration with clients and their legal and accounting advisors, the office provides the protection and planning strategies necessary to help build and preserve wealth.