Managing Director - Financial Advisor

Reposted 15 Days Ago
Be an Early Applicant
Charlotte, NC, USA
In-Office
Senior level
Digital Media
The Role
The Managing Director will grow Career Distribution at Stone Press Financial Group by selling life insurance and training new agents.
Summary Generated by Built In

The Managing Director’s primary responsibility will be growing Stone Press Financial Group’s Career
Distribution, with an emphasis on selling life insurance, both personally and by recruiting and training
new Personally Producing Agents.
As the Managing Director, you'll spearhead our Career Distribution, emphasizing life insurance
sales. You'll promote our financial products and services, recruit and mentor agents, and collaborate
with others to hit sales targets. With a strong sales background and leadership skills, you'll play a
key role in our growth and reputation. If you're results-driven with a knack for mentoring, let's
connect.
Key Responsibilities:
Promotes and sells National Life Group’s proprietary Life and Annuity products
• The mindset of a capitalist and the heart of an altruist.
• Works with General Agent to recruit, train, and develop producers to market and sell National
Life products within an assigned territory or region.
• Builds a unit of agents who validate their career contracts.
• Retains agents and helps them grow their businesses promoting joint work.
• Functions as a resource in the office for basic training and advanced sales support.
• Works with agency staff to manage new business pending pipeline.
• Advocates for producers and acts as liaison with field office and home office.
• Develops, maintains and executes annual business plan in conjunction with General Agent
and Home Office staff.
• Meets or exceeds sales objectives within assigned territory.
• Ensures field office and National Life's reputation for integrity and professionalism in the
business community.
Requirements :
Successful life and annuity sales experience is required.
• Proven history of success in achieving a high level of sales.
• Ability to train, coach, and motivate others to achieve results.
• Progressively increasing levels of knowledge and skill as well as responsibility for field
development and management.
• Enthusiastic, high energy, and positive attitude.
• Highly organized, performance-driven, results-focused, and self-starter.
• FINRA Series 7 registration required or required to be obtained within 6 months of hire date.
FINRA Series 24 is preferred.
• Excellent relationship-building skills.
• CLU and/or ChFC preferred.
• Acts ethically and with integrity.
Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 1515 Mockingbird Lane, Suite 800, Charlotte, NC 28209, (704) 554-6404. Stone Press Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC138878(0124)

Top Skills

Chfc
Clu
Finra Series 24
Finra Series 7
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The Company
HQ: Seattle, WA
19 Employees
Year Founded: 2020

What We Do

We're a fully remote digital media company working on building the largest and most respected portfolio of B2B websites. We spend the vast majority of our time developing websites through content creation and promotion. We’re also always looking for new partnerships and acquisitions to expand our portfolio. Organic search is the core of our strategy. It drives millions of visitors per month across our sites. The foundation of our entire business is built around ranking pages in Google. We generate tens of thousands of new leads per month. Since our audience is in the market for new products, we connect our audience to the best offer for them.

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