Managing Associate

Looking for an opportunity to showcase your industry experience, successful leadership skills and ability to support a team? Our firm is looking for an individual for our Managing Associate position available in Austin, TX. Key responsibilities involve supporting recruitment, management, and growth of a team of Financial Representatives. The ideal candidate will possess 4-6 years of sales experience and must secure an insurance license if not already in possession. In this role, the Managing Associate will work closely with the Managing Director to refine marketing strategies and drive team development.

Core duties of the Managing Associate include coordinating joint appointments with Advisors, expanding the client portfolio, and consistently achieving production goals. Alongside these tasks, the position also entails a focus on recruiting, leading, and nurturing a team of Financial Representatives across different skill levels. We appreciate your interest and look forward to connecting with you soon!

$60,000 - $100,000 yearly

• Lead recruiting and training efforts to identify and capitalize on business opportunities in Austin, TX.
• Source and hire competent Financial Representative candidates in Austin, TX.
• Facilitate training and provide guidance to Financial Representatives, equipping them with the tools for success.
• Provide mentorship to Advisors.
• Monitor development and progress, and provide regular updates to the General Agent and Management Team to ensure the success and stability of each representative.
• Periodically collaborate with field personnel to assess and enhance their sales, prospecting, and referral capabilities.

• The ideal candidate should have 4-6 years of sales experience in the insurance industry, with at least 3-5 years in field management or agency distribution systems.
• The candidate will facilitate Joint Appointments with Advisors.
• The candidate will also aid in Accountability for new Advisors.
• Relevant work experience is required for the position of Managing Associate in Austin, TX, US. A 4-year college degree in Business or Finance is preferred but not required.
• Candidate must obtain an insurance license.
• While professional designations such as CLU, ChFC, or CFP are preferred, they are not mandatory.
• Preferred qualifications include FINRA series 7 and 66 certifications.
• Demonstrated success in firm building and recruitment is a plus for this role.

We are a forward-thinking comprehensive planning firm, establishing a presence in the Austin, Texas area with a client-first approach to financial planning.