Managing Director

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.

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 imparting best practices.
• High level of initiative and independence to generate an equivalent sense of urgency and forward-thinking 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 instill them in others.

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 that promotes 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 challenges and 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 direct 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 – is the ability to define and articulate an idea or plan in a compelling manner to make a specific impression on others. It includes harnessing an understanding of one’s audience to win support for a proposed initiative and generating enthusiasm for new ideas.
• Self-assurance is the belief in one’s ability to accomplish a task or complete a course of action. It includes having the level of confidence that enables one to take on challenges and express new ideas.
• Team facilitation – involves having the ability to create an effective team environment, providing a sense of cohesiveness, identity, and purpose to a work group, which helps to inspire motivation among its members toward a common goal. At its highest level, it means resolving conflict in a constructive way, through dialogue and, when necessary, direct facilitation.

Salary : $138,000 - $231,000