Role OverviewWe are seeking a Managing Director who is both a producer and a builder—someone with a strong track record in financial services and proven experience recruiting, developing, and leading high-performing teams. This role is designed for leaders who want to build their own practice while scaling an organization within a supportive, growth-oriented environment.
What You Will Do
Build and lead your own team of Financial Professionals, drive performance through coaching, mentorship, and accountability, maintain personal production across life insurance and annuity business, deliver holistic financial strategies to clients using a consultative approach.
Why It Might Be a Fit
Proven leadership and recruiting experience in financial services, strong production background (life insurance and/or annuities required), entrepreneurial mindset with the desire to build and scale a business, ability to attract, develop, and retain talent, high level of professionalism, drive, and accountability.
Requirements
- Proven leadership and recruiting experience in financial services
- Strong production background (life insurance and/or annuities required)
- Entrepreneurial mindset with the desire to build and scale a business
- Ability to attract, develop, and retain talent
- High level of professionalism, drive, and accountability
- Excellent communication and relationship-building skills
Benefits
- Competitive compensation with uncapped income potential
- Ongoing leadership development and mentorship
- Access to advanced planning strategies, marketing support, and leadership resources
- Flexible career path with entrepreneurial growth opportunities
- Ongoing training, licensing support, and professional development
- Technology platforms and tools to help streamline client engagement and planning
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