Managing Director

The primary purpose of the Managing Director is to assist the Firm leadership team in the overall marketing, growth and development of the Firm.

Responsibilities

Assist the local firm 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

5 years Financial Industry sales experience including field management or agency distribution system preferred.

2 years Leadership Experience that either has a team already or will be building one over time.

Education

College degree or equivalent work experience.

Knowledge/Skills

Excellent interpersonal skills to develop relationships with people from all levels and backgrounds and facilitate thought provoking discussions on 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.

Customer focus – 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 satisfaction, whereas at higher levels it involves supporting and/or creating a customer‑focused environment.

Respect for Diversity – 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.

Demonstrating initiative – proactively addressing situations or opportunities rather than simply reacting to problems and assignments. Includes identifying obstacles and taking action to address current and future challenges.

Drive toward improvement – energized and excited by challenging goals and a concern for surpassing a standard of excellence. Reflected in a strong desire to achieve sustainable business results over the short- and long-term, despite adversity.

Holding people accountable – ability and willingness to be direct in appropriate circumstances, ensuring others comply with expectations while considering the long-term good of the organization.

Impact and influence – ability to define and articulate ideas or plans in a compelling manner, winning support for initiatives and generating enthusiasm for new ideas.

Self‑assurance – belief in one’s ability to accomplish tasks and complete courses of action, with confidence to take on challenges and express new ideas.

Team facilitation – ability to create an effective team environment, providing cohesion, identity, and purpose. Involves resolving conflict constructively through dialogue and direct facilitation when necessary.

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