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)(Morristown, New Jersey)
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, with a strong emphasis on driving results through hands-on coaching and mentorship. This leadership role requires a proven track record in financial services, the ability to maintain personal production in life insurance and annuities, and a commitment to serving clients with comprehensive, needs-based financial strategies. The ideal candidate is a natural communicator, a talent magnet, and a professional who takes ownership of their results. As the Managing Director, you will be expected to recruit at least 8 new financial professionals each year, maintain consistent personal production, and shape a team culture that is rooted in growth, professionalism, and client-first service. The role is suited to a leader who is ready to take on more responsibility, with the opportunity to grow their own practice while scaling the organization. The company offers a platform that allows for business growth, resources that provide a competitive edge, and a culture that is focused on long-term success for both clients and advisors. The successful candidate will have the support of a network of seasoned professionals and executive mentors, as well as access to advanced planning strategies, marketing support, and technology that keeps them efficient.
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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