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)(Elmont, 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 role is ideal for a leader who is ready to grow their own practice and scale an organization, with a focus on holistic client service and collaboration with internal and external experts. 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 can shape a team culture rooted in growth, professionalism, and client-first service. The company offers a platform for the successful candidate to build their own organization, with resources that include advanced planning strategies, marketing support, and access to consultants for complex cases. The ideal candidate will be a builder at heart, thinking like an entrepreneur and driven to make a lasting impact in the financial services industry.
Functions:
- Sales/Revenue
- Business Development
About the Company
Dynamic financial planning firm
Industry
Financial Services
Type
Privately Held
employees
51-200
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