Managing Associate
Overview
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.
You Are...
- An experienced professional with 2-3 years in the industry, preferably with field management or agency distribution system preferred.
- A proven Producer Group Leader who either has an existing team or is eager to build one over time.
- Skilled at developing relationships with individuals from all leverls and backgrounds.
- A natural coach, and mentor who enjoys developing others and seeing them succeed.
- Independent, self-motivated, and entrepreneurial, with strong initative.
- Aligned with the mission, values, and culture of the firm and able to instill them into others.
- Highly organzied, with excellent planning skills to maintain effciency, and effectiveness.
What You'll Be Doing...
- 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.
What We Provide...
- 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.
- A collaborative envirnoment with strong firm culture, and values.
Requirements
- 2-3 years insurance industry sales experience, including filed management or agency distribution preferred.
- College degree or equivalent work experience.
- Professional designations such as CLU, ChFC, or CFP preferred.
- FINRA 6, 7, and 24 preferred. Proven ability to build and manage client relationships with professionalism and integrity
- Excellent interpersonal skills, strong organizational, and planning abilities.
- Ability to tailor coaching to individuals.
- Understanding of training systems, products, and resources, and their proper application for development.
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