Managing Director
Company: Capitol Wealth Strategies, LLC
Location: Irving
Posted on: January 9, 2021
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Job Description:
Job Description 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.
Responsibilities Source, select and successfully recruit financial
representative candidates from within the firm's target markets.
Conduct classroom development and training on skills, systems and
tools, products and more to develop their FR team and provide the
skills needed for them to be successful in building their practice.
Monitors 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.
Assists the General Agent in identifying target markets and
implement recruiting and training programs to take advantage of new
marketing opportunities. Maintain weekly reporting requirements to
keep General Agent and management team abreast of results and
assure the retention and success of individual agents. Our
Expectations 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 impart best practices. High level of initiative
and independence to generate an equivalent sense of urgency and
entrepreneurship 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 Education/Experience College degree or equivalent work
experience Professional designation such as CLU, ChFC, or CFP NASD
6, 7 and 24 preferred. 4-6 years insurance industry sales
experience including 3-5 years field management or agency
distribution system. Demonstrated background and success in firm
building and recruitment preferred. Competencies: Customer focus -
is a fundamental belief that one's role at Guardian is to help or
serve customers (Internal and External) and meet their needs. At
lower levels this includes working with customers in ways that
produce customer satisfaction whereas at higher levels it involves
supporting and/or creating a customer-focused environment. Respect
for Diversity - is the consideration for individuals from different
backgrounds or ethnic groups (e.g. race, religion, gender,
disability, sexual orientation, age, lifestyle, heritage, and
culture) and the ability to work effectively with others in a
diverse organization. At higher levels it involves supporting or
creating an environment which diversity and appreciates the balance
between work and life. Demonstrating initiative - is the extent to
which an individual proactively addresses situations or
opportunities as opposed to simply reacting to problems and
assignments. It includes identifying obstacles and taking action to
address current and future problems PR opportunities. Drive toward
improvement - is the capacity to be energized and excited by
challenging goals and a concern for surpassing a standard of
excellence. It is reflected in a true sense of competitiveness and
a drive for results. At its highest levels, it is exhibited through
a strong desire to achieve sustainable business results over the
short-and long-term, despite adversity. Holding people accountable
- is the ability and willingness to be directive in appropriate
circumstances. It implies the intent to make others comply with
one's wishes where personal power or the power of one's position is
used appropriately, with the long-term good of the organization in
mind. Impact and influence - are the ability to define and
articulate and idea or plan in a compelling manner in order to make
a specific impression on others. It includes harnessing an
understa
Keywords: Capitol Wealth Strategies, LLC, Irving , Managing Director, Executive , Irving, Texas
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