Associate Partner Management Fast Track

As an Associate Partner, you will start as a financial professional and transition into a leadership role.
Responsibilities

Develop a personalized, long‑term strategy and gain hands‑on experience while assisting agents and financial advisers in identifying and achieving their financial goals
Determine financial solutions for clients within a wide breadth of relevant products and services, such as life insurance, fixed and variable annuities, mutual funds, securities, and more
Transition into management as a Partner once you have achieved the program requirements
Six‑month Associate Partner Training Program to further your business acumen and expertise
Hire, train, develop, and lead a team of successful agents and financial advisors
Use software systems to track and monitor the development of personnel in a digital environment
Qualifications

Bilingual English/Chinese is preferred
Goal‑oriented, highly motivated, and seeking a rewarding and challenging career
Experience working in sales and sales management is preferred
Recruiting experience is not required, but a plus
Spanish, Korean, or other language fluency is beneficial
Working knowledge of different cultural markets is helpful
Required knowledge and experience working in the insurance or financial services field (3+ years preferred)
Life and Health license, SIE, Series 6/63/7/65/24 are preferred but not immediately required
Salesforce experience preferred but not required
Compensation

Compensation: $128,500 - $147,500 per year

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