Managing Director, Annuities, Life Insurance & Investments Greater New York City, NY Area
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About the Role
Greater New York City, NY Area (Hybrid)(Melville, New York)
The Company is seeking a Managing Director with a dual focus on production and team building. The successful candidate will be responsible for recruiting, developing, and leading a team of financial professionals, while also maintaining their own production in life insurance and annuities. This leadership role demands a proven track record in financial services, a strong production history, and the ability to drive results through hands-on coaching and mentorship. The Managing Director will be expected to serve clients with comprehensive financial strategies, collaborate with internal and external experts, and shape a team culture that is rooted in growth, professionalism, and client-first service. Applicants for the Managing Director position at the company should be natural communicators, professional, and accountable, with a talent for attracting and retaining top talent. The role requires a leader who is ready to take on the challenge of growing their own practice while scaling the organization, and who is committed to the long-term success of both clients and advisors. The ideal candidate will be a builder at heart, thinking like an entrepreneur and driven to make a lasting impact. The company offers a platform for the successful candidate to build their own organization, with the backing of an established firm, and provides resources that give a competitive edge, including advanced planning strategies, marketing support, and access to experienced consultants.
Functions:
- Business Development
- Sales/Revenue
About the Company
Dynamic financial planning firm
Industry
Financial Services
Type
Privately Held
employees
51-200
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