Managing Director, Financial Services & Branch Development

The Company is seeking a Managing Director to grow a personal financial services practice while building and leading a high-performing team. Responsibilities include recruiting at least eight Financial Professionals annually, training and developing advisors, and improving team performance and retention through coaching, mentorship, and accountability. The Managing Director will maintain personal production in life insurance and annuities, provide clients with comprehensive, needs-based financial strategies, and collaborate with internal specialists and external professionals on complex cases. The role also involves fostering a professional, growth-oriented, client-first team culture. Candidates should have a proven record of recruiting and leading teams in financial services, along with a strong personal production history; experience with life insurance and/or annuities is required. The role calls for entrepreneurial drive, the ability to attract and develop talent, strong communication and relationship-building skills, and consistent accountability. The successful candidate will be prepared to build and manage an organization, meet annual recruiting expectations, maintain personal production, and guide the team’s development and results.