Brokerage Director
Overview
The primary purpose of the Brokerage Director is to assist the Firm leadership team in the overall marketing, growth and development of the Firm while overseeing and supporting the brokerage team to ensure brokers have what they need to be successful.
You Are...
- A highly motivated, results-oriented professional with a strong entrepreneurial spirit and competitive drive to succeed.
- An independent, creative thinker who thrives in challenging environments.
- Skilled in building relationships, communicating effectively, and delivering exceptional customer service.
- Detail-oriented, organized, and disciplined, with the ability to multitask and manage multiple priorities.
- A proven leader with demonstrated success in professional or social organizations.
What You'll Be Doing...
- Schedule and make sales calls on a daily basis with new and existing brokers and Financial Representatives to strengthen relationships and identify selling opportunities. Proactive support and development of all teams will initially involve 50% of the Investment Specialist’s efforts.
- Develop (with the General Agent and Regional Wholesaler) and execute an appropriate business plan to maximize sales and meet your unit’s production goals.
- Create agency visibility and sales opportunities through proactive marketing efforts.
- Utilize an effective contact management system to create and maintain Financial Representative and Broker profile levels (segmentation), and track business development activities.
- Achieve specific predetermined monthly, quarterly, and annual activity and sales goals.
- Identify and convert marginal Financial Representatives with potential into top producers.
- Conduct sales promotion and training meetings for Financial Representatives.
- Create and maintain a recruiting referral list of potential new agency field representatives.
What We Provide...
- A partnership with Guardian Life Insurance Company of America, the industry leader in individual disability insurance.
- Fixed compensation, commission, overrides, and bonuses.
- Tools and technology to help you build scale and capacity to appropriately gather, manage, and service your clients.
- Leadership development programs
- Access to proven training systems, products, and resources.
- Access to a strong support network including home office teams, a General Agent, and a Regional Wholesaler.
- A collaborative environment with strong firm culture, and values
Requirements
- 2-3 years insurance industry sales experience including field management or agency distribution system preferred.
- Professional designation such as CLU, ChFC, or CFP preferred
- NASD 6, 7 and 24 preferred
- Proven sales and relationship-building skills.
- Strong desire to develop others and see them succeed through teaching, monitoring, coaching, and supervision.
- Producer Group Leader that either has a team already or will be building one over time.
- The ability to work independently and creatively in a challenging environment.
- Demonstrated oral and written communication skills.
- A strong focus on personal customer service.
- Ability to pay attention to detail and multi-task
- Strong sense of discipline and self-organization
- Demonstrated organizational or leadership success in a social or professional organization.
- Understanding of the mission, values and culture of the firm and the ability to instill them in others.
Competencies
Customer Focus
A fundamental belief that one’s role at Guardian is to help or serve customers (Internal and External) and meet their needs. This involves supporting and/or creating a customer-focused environment.
Respect Diversity
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. This involves supporting or creating an environment which promotes diversity and appreciates the balance between work and life.
Demonstrating Initiative
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
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
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
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
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
This 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.
Please email your resume to info@dfwwealthstrategies.com