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Managing Director - Financial Advisor

Stone Press Financial GroupCharlotte, NC

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Overview

Schedule
Full-time
Career level
Director
Benefits
Life Insurance
Career Development

Job Description

The Managing Director’s primary responsibility will be growing Stone Press Financial Group’s CareerDistribution, with an emphasis on selling life insurance, both personally and by recruiting and trainingnew Personally Producing Agents.As the Managing Director, you'll spearhead our Career Distribution, emphasizing life insurancesales. You'll promote our financial products and services, recruit and mentor agents, and collaboratewith others to hit sales targets. With a strong sales background and leadership skills, you'll play akey role in our growth and reputation. If you're results-driven with a knack for mentoring, let'sconnect.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 NationalLife 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 Agentand Home Office staff.• Meets or exceeds sales objectives within assigned territory.• Ensures field office and National Life's reputation for integrity and professionalism in thebusiness 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 fielddevelopment 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)

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FAQs About Managing Director - Financial Advisor Jobs at Stone Press Financial Group

What is the work location for this position at Stone Press Financial Group?
This job at Stone Press Financial Group is located in Charlotte, NC, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Stone Press Financial Group?
Employer has not shared pay details for this role.
What employment applies to this position at Stone Press Financial Group?
Stone Press Financial Group lists this role as a Full-time position.
What experience level is required for this role at Stone Press Financial Group?
Stone Press Financial Group is looking for a candidate with "Director" experience level.
What is the process to apply for this position at Stone Press Financial Group?
You can apply for this role at Stone Press Financial Group either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.