Overview The primary purpose of the Managing Director is to recruit, train, supervise, retain, and grow a unit of Financial Representatives at various stages of professional experience. The Managing Director assists the General Agent in the overall marketing, growth, and development of the firm. Compensation: $138,000+ BOE Benefits Include: • Medical, Dental, Vision • Flexible Spending Account (FSA) • Short & Long-Term Disability • Group Life and AD&D • 401(k) with up to 3% match • Pension Plan Responsibilities: • Source, select, and successfully recruit financial representative candidates from within the firm’s target markets. • Conduct classroom development and training on skills, systems, tools, products, and more to develop their FR team and provide the skills needed for them to be successful in building their practice. • Monitor activity and conduct joint field work on a consistent and regular basis to assist in the development of agent prospecting, selling, and referral skills, as well as evaluate sales practices. • Assist the General Agent in identifying target markets and implementing recruiting and training programs to take advantage of new marketing opportunities. • Maintain weekly reporting requirements to keep the General Agent and management team abreast of results and assure the retention and success of individual agents. A successful Managing Director will: • Pursue industry and Registered Principal designations to enhance credibility and prepare for larger management roles in the future. • Actively participate in company-sponsored management and leadership development to prepare for new responsibilities in a changing environment. • Evaluate and make recommendations on recruiting, selection, and training systems to improve agent growth, development, and retention. • Be highly organized with the ability to build and develop a team of FRs while simultaneously continuing to build and grow your own practice. You have… • Excellent interpersonal skills and can cultivate relationships with people from all levels and backgrounds, and facilitate thought-provoking discussions on their career goals, achievements, and values. • A strong desire to develop others and see them succeed through teaching, monitoring, coaching, and supervision. • Ability to develop deep relationships with agents, tailoring your style to each unique individual based on their needs and skill level, and imparting best practices. • High level of initiative and independence to generate an equivalent sense of urgency in agents. • Strong organizational and planning skills to maintain personal and unit efficiency and effectiveness. You are able to… • Build a thorough understanding of the firm’s training systems, products, and resources, and their proper application in an agent’s development. • Gain a strong understanding of the mission, values, and culture of the firm and instil them in others. Qualifications: Education/Experience • College degree or equivalent work experience. • Professional designations such as CLU, ChFC, or CFP. • NASD 7 or 6 (REQUIRED) • 4-6 years of insurance industry sales experience, including 3-5 years of field management or agency distribution system. (REQUIRED). • Demonstrated experience and success in building financial services firms and recruitment. (REQUIRED) Compensation: $138,000 + BOE

• Source, select, and successfully recruit financial representative candidates from within the firm’s target markets. • Conduct classroom development and training on skills, systems, tools, products, and more to develop their FR team and provide the skills needed for them to be successful in building their practice. • Monitor activity and conduct joint field work on a consistent and regular basis to assist in the development of agent prospecting, selling, and referral skills, as well as evaluate sales practices. • Assist the General Agent in identifying target markets and implementing recruiting and training programs to take advantage of new marketing opportunities. • Maintain weekly reporting requirements to keep the General Agent and management team abreast of results and assure the retention and success of individual agents.A successful Managing Director will: • Pursue industry and Registered Principal designations to enhance credibility and prepare for larger management roles in the future. • Actively participate in company-sponsored management and leadership development to prepare for new responsibilities in a changing environment. •  Evaluate and make recommendations on recruiting, selection, and training systems to improve agent growth, development, and retention. • Be highly organized with the ability to build and develop a team of FRs while simultaneously continuing to build and grow your own practice.You have… • Excellent interpersonal skills and can cultivate relationships with people from all levels and backgrounds, and facilitate thought-provoking discussions on their career goals, achievements, and values. • A strong desire to develop others and see them succeed through teaching, monitoring, coaching, and supervision. • Ability to develop deep relationships with agents, tailoring your style to each unique individual based on their needs and skill level, and imparting best practices. • High level of initiative and independence to generate an equivalent sense of urgency in agents. • Strong organizational and planning skills to maintain personal and unit efficiency and effectiveness.You are able to… • Build a thorough understanding of the firm’s training systems, products, and resources, and their proper application in an agent’s development. • Gain a strong understanding of the mission, values, and culture of the firm and instil them in others.