Managing Associate

Seeking a Managing Associate position in Austin, TX, focused on recruiting, managing, and developing a team of Financial Representatives across various proficiency levels. The role involves supporting the Managing Director in improving marketing strategies, fostering growth, and overseeing overall advancement within the organization. Responsibilities also include expanding the client base and achieving higher production targets.

$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.
• Candidate will facilitate Joint Appointments with Advisors.
• 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 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.