Managing Associate (Southlake)
DFW Wealth Strategies, Southlake, TX, United States
The primary purpose of the Managing Associate is to assist the Firm leadership team in the overall marketing, growth and development of the Firm.
Benefits, fixed compensation, commission, overrides, and other bonus available.
Responsibilities: · Recruiting goal minimum of 3 recruits per year. · Must qualify for Leaders Club on personal production. · Assist the Managing Director in identifying target markets and implement recruiting and training programs to take advantage of new marketing opportunities. · Actively participate in company-sponsored leadership development to prepare for new responsibilities in a changing environment.
Experience: · 2-3 years insurance industry sales experience including field management or agency distribution system preferred. · Producer Group Leader that either has a team already or will be building one over time.
Education: · College degree or equivalent work experience. · Professional designation such as CLU, ChFC, or CFP preferred · NASD 6, 7 and 24 preferred.
Knowledge/Skills: · Excellent interpersonal skills to develop relationships with people from all levels and backgrounds and facilitate thought provoking discussions on their career goals, achievements, and values. · Strong desire to develop others and see them succeed through teaching, monitoring, coaching, and supervision. Able to develop strong relationships, tailor one’s style to each unique individual based on their needs and skill level and impart the teaching of the Firm’s, Home Office’s and Industry’s best practices. · Understanding of the mission, values and culture of the firm and the ability to instill them in others. · Initiative and independence to generate an equivalent sense of urgency and entrepreneurship. · Understanding of training systems, products and resources and their proper application for development. · Strong organizational and planning skills to maintain personal efficiency and effectiveness.
Competencies: Customer focus
– is a fundamental belief that one’s role at Guardian is to help or serve customers (Internal and External) and meet their needs. At lower levels this includes working with customers in ways that produce customer satisfaction whereas at higher levels it involves supporting and/or creating a customer-focused environment. Respect for Diversity
- is the consideration for individuals from different backgrounds or ethnic groups (e.g. race, religion, gender, disability, sexual orientation, age, lifestyle, heritage, and culture) and the ability to work effectively with others in a diverse organization. At higher levels it involves supporting or creating an environment which promotes diversity and appreciates the balance between work and life. Demonstrating initiative
– is the extent to which an individual proactively addresses situations or opportunities as opposed to simply reacting to problems and assignments. It includes identifying obstacles and taking action to address current and future challenges and opportunities. Drive toward improvement
– is the capacity to be energized and excited by challenging goals and a concern for surpassing a standard of excellence. It is reflected in a true sense of competitiveness and a drive for results. At its highest levels, it is exhibited through a strong desire to achieve sustainable business results over the short-and long-term, despite adversity. Holding people accountable
– is the ability and willingness to be direct in appropriate circumstances. It implies the intent to make others comply with one’s wishes where personal power or the power of one’s position is used appropriately, with the long-term good of the organization in mind. Impact and influence
– are the ability to define and articulate and idea or plan in a compelling manner to make a specific impression on others. It includes harnessing an understanding of one’s audience to win support for a proposed initiative and generating enthusiasm for new ideas. Self-assurance
– is the belief in one’s ability to accomplish a task or complete a course of action. It includes having the level of confidence that enables one to take on challenges and express new ideas. Team facilitation
– involves having the ability to create an effective team environment, providing a sense of cohesiveness, identity and purpose to a work group, which helps to inspire motivation among its members toward a common goal. At its highest level, it means resolving conflict in a constructive way, through dialogue and, when necessary, direct facilitation.
At DFW Wealth Strategies (Powered by Guardian Life and Park Avenue Securities), we understand that Financial Professionals continually evaluate opportunities to optimize their practice. Founded by an experienced advisor, our firm is structured around a core principle: the success of our partners. We focus on delivering concrete value through established frameworks and resources designed to enhance your efficiency and growth. Here's an overview of what our partnership offers: Client Base Development: Access established systems designed to facilitate client acquisition and engagement. Financial Strength and Product Access: Benefit from the stability of Guardian Life and Park Avenue Securities, gaining access to a comprehensive suite of trusted, industry-leading financial products and solutions. Comprehensive Support Infrastructure: Leverage robust operational support and expertise in advanced markets to streamline your practice. Technology Integration: Utilize leading-edge technology platforms designed to enhance client service and operational efficiency. Competitive and Efficient Compensation: Benefit from competitive compensation structures coupled with a focus on minimizing overhead. Structured Financial Planning Process: Implement a well-defined and effective financial planning process to drive meaningful client outcomes. Instead of wondering if the grass is greener elsewhere, explore a partnership with DFW Wealth Strategies built on tangible support and a commitment to your professional advancement. Please visit the following to learn more about us –
www.dfwwealthstrategies.com The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 7192852.1
(Exp. 10/26)
Responsibilities: · Recruiting goal minimum of 3 recruits per year. · Must qualify for Leaders Club on personal production. · Assist the Managing Director in identifying target markets and implement recruiting and training programs to take advantage of new marketing opportunities. · Actively participate in company-sponsored leadership development to prepare for new responsibilities in a changing environment.
Experience: · 2-3 years insurance industry sales experience including field management or agency distribution system preferred. · Producer Group Leader that either has a team already or will be building one over time.
Education: · College degree or equivalent work experience. · Professional designation such as CLU, ChFC, or CFP preferred · NASD 6, 7 and 24 preferred.
Knowledge/Skills: · Excellent interpersonal skills to develop relationships with people from all levels and backgrounds and facilitate thought provoking discussions on their career goals, achievements, and values. · Strong desire to develop others and see them succeed through teaching, monitoring, coaching, and supervision. Able to develop strong relationships, tailor one’s style to each unique individual based on their needs and skill level and impart the teaching of the Firm’s, Home Office’s and Industry’s best practices. · Understanding of the mission, values and culture of the firm and the ability to instill them in others. · Initiative and independence to generate an equivalent sense of urgency and entrepreneurship. · Understanding of training systems, products and resources and their proper application for development. · Strong organizational and planning skills to maintain personal efficiency and effectiveness.
Competencies: Customer focus
– is a fundamental belief that one’s role at Guardian is to help or serve customers (Internal and External) and meet their needs. At lower levels this includes working with customers in ways that produce customer satisfaction whereas at higher levels it involves supporting and/or creating a customer-focused environment. Respect for Diversity
- is the consideration for individuals from different backgrounds or ethnic groups (e.g. race, religion, gender, disability, sexual orientation, age, lifestyle, heritage, and culture) and the ability to work effectively with others in a diverse organization. At higher levels it involves supporting or creating an environment which promotes diversity and appreciates the balance between work and life. Demonstrating initiative
– is the extent to which an individual proactively addresses situations or opportunities as opposed to simply reacting to problems and assignments. It includes identifying obstacles and taking action to address current and future challenges and opportunities. Drive toward improvement
– is the capacity to be energized and excited by challenging goals and a concern for surpassing a standard of excellence. It is reflected in a true sense of competitiveness and a drive for results. At its highest levels, it is exhibited through a strong desire to achieve sustainable business results over the short-and long-term, despite adversity. Holding people accountable
– is the ability and willingness to be direct in appropriate circumstances. It implies the intent to make others comply with one’s wishes where personal power or the power of one’s position is used appropriately, with the long-term good of the organization in mind. Impact and influence
– are the ability to define and articulate and idea or plan in a compelling manner to make a specific impression on others. It includes harnessing an understanding of one’s audience to win support for a proposed initiative and generating enthusiasm for new ideas. Self-assurance
– is the belief in one’s ability to accomplish a task or complete a course of action. It includes having the level of confidence that enables one to take on challenges and express new ideas. Team facilitation
– involves having the ability to create an effective team environment, providing a sense of cohesiveness, identity and purpose to a work group, which helps to inspire motivation among its members toward a common goal. At its highest level, it means resolving conflict in a constructive way, through dialogue and, when necessary, direct facilitation.
At DFW Wealth Strategies (Powered by Guardian Life and Park Avenue Securities), we understand that Financial Professionals continually evaluate opportunities to optimize their practice. Founded by an experienced advisor, our firm is structured around a core principle: the success of our partners. We focus on delivering concrete value through established frameworks and resources designed to enhance your efficiency and growth. Here's an overview of what our partnership offers: Client Base Development: Access established systems designed to facilitate client acquisition and engagement. Financial Strength and Product Access: Benefit from the stability of Guardian Life and Park Avenue Securities, gaining access to a comprehensive suite of trusted, industry-leading financial products and solutions. Comprehensive Support Infrastructure: Leverage robust operational support and expertise in advanced markets to streamline your practice. Technology Integration: Utilize leading-edge technology platforms designed to enhance client service and operational efficiency. Competitive and Efficient Compensation: Benefit from competitive compensation structures coupled with a focus on minimizing overhead. Structured Financial Planning Process: Implement a well-defined and effective financial planning process to drive meaningful client outcomes. Instead of wondering if the grass is greener elsewhere, explore a partnership with DFW Wealth Strategies built on tangible support and a commitment to your professional advancement. Please visit the following to learn more about us –
www.dfwwealthstrategies.com The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 7192852.1
(Exp. 10/26)