Managing Director - Principal Financial Network
Core
Lead and consult with financial professionals to help them build skills and grow their practice; attract, train, motivate, and retain advisors to develop a profitable business center.
Role type
Senior Individual Contributor (Managing Director)
Builds
Profitable business centers and a high-performing team of financial advisors
Domain
Financial Services / Insurance / Securities
Required skills
Recruiting and retention of financial advisors, Sales management, Knowledge of insurance and securities regulations, Team leadership and supervision, Business development, Expense management
Preferred skills
Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Leadership Fellow (CLF)
Technologies
Series 7, Series 63, Series 24, Series 65, Series 66
Responsibilities
Develop and maintain community relations, Achieve goals in recruiting, retention, production, and persistency, Supervise a diverse group of producers, Manage business center expenses
Seniority
Senior, hands-on IC