Managing Director

Managing Director (Player/Coach Role). We are seeking a dynamic and ambitious Managing Director to join our growing financial services firm in a player/coach capacity. This role allows you to continue building your personal book of business while mentoring and leading a team of financial professionals. Our firm is known for its family-like culture and strong collaboration, with leadership actively involved in recruiting top talent to support client-focused growth and development.

Responsibilities

• Build and maintain book of business through client acquisition, planning, and relationship management
• Lead, coach, and mentor a team of financial professionals to drive performance and development
• Earn override compensation based on your team’s production while continuing to develop your personal practice
• Collaborate with leadership on recruiting strategy and actively participate in interviews and onboarding
• Leverage our firm’s marketing systems to support prospecting and lead generation for both yourself and your team
• Contribute to a collaborative, client-focused culture and provide input on firm-wide training and growth initiatives

Qualifications

• Proven track record of success in financial services, insurance, wealth management, or a related industry
• Minimum of 5 years of experience as a financial advisor or in a sales leadership role
• Active life/health insurance license and relevant securities licenses (or willingness to obtain)
• Strong ability to lead, mentor, and inspire others
• Self-motivated with a passion for growth, both personally and as a leader
• Excellent communication and relationship-building skills
• Desire to build something bigger than yourself and leave a lasting impact

Compensation

$150,000 - $200,000+ Base + Commission

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