Managing Director Financial Services

Job Description

Job Description

The primary purpose of the Managing Director, Financial Services, is to recruit, train, supervise, retain, and grow a unit of Financial Representatives at various stages of professional experience. The Market Leader 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

Compensation:

$138,000 + BOE

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.

About Company

At Financial Architects Inc, our mission is to provide systems that help clients create a financial plan and manage their money in a structured and coordinated way. We offer practical financial strategies designed to improve organization and clarity. Ultimately, we aim to support clients in creating stable and fulfilling financial lives.