Regional Managing Director (Grand Rapids/Lansing MI; Indianapolis IN)
Core
Lead a profitable business center by recruiting, training, motivating, and retaining financial advisors to meet production and retention goals.
Role type
Senior leadership managing director for a financial services business center
Builds
A profitable business center serving clients through a team of financial advisors
Domain
Financial services / Insurance / Securities
Required skills
Sales techniques, Insurance regulations, Securities regulations, Team leadership, Business development, Community relations
Preferred skills
CLU/ChFC, CFP, CLF designations, Full state licensing
Technologies
Series 7, Series 63, Series 24, Series 65, Series 66
Responsibilities
Develop and attract new top-tier professionals, Provide day-to-day leadership and business development, Achieve goals in recruiting, retention, production, and expense management
Seniority
Senior, hands-on IC