Managing Associate

Industry: Financial Services

Employment Type: Full-time/Hybrid

Location: Houston, TX

Job Title: Managing Associate

Job Description:

The chief aim of the Managing Associate in Houston, TX, is to hire, coach, monitor, maintain, and expand a team of Sales Representatives at all levels of professional experience. The Managing Associate assists the General Manager in the overall marketing, growth, and development of the organization.

Responsibilities:

• Lead recruiting and training efforts to find and capitalize on business opportunities in Houston, TX
• Source and hire competent Financial Representative candidates in Houston, TX
• Facilitate training and guidance for Financial Representative personnel to equip them with the tools for success
• Monitor development and progress and provide regular updates to the General Agent and management team to guarantee the success and stability of every representative
• Periodically collaborate with field personnel to appraise and reinforce their sales, prospecting, and referral capabilities

Qualifications:

• College degree or equivalent work experience
• Professional designation such as CLU, ChFC, OR CFP
• FINRA series 7, 66 are preferred
• 4-6 years of insurance industry sales experience including 3-5 years of field management or agency distribution system
• Demonstrated background and success in firm building and recruitment preferred

Preferred Skills:

• Leadership and Team Management: Ability to lead, mentor, and motivate a team of financial representatives, fostering a collaborative and productive work environment.
• Strategic Planning: Skill in developing and implementing strategic plans to achieve organizational goals and drive business growth.
• Client Relationship Management: Expertise in managing high-value client relationships, ensuring exceptional service, and addressing complex client needs.
• Financial Acumen: Deep understanding of financial products, market trends, and investment strategies to provide high-level guidance and make informed decisions.
• Sales and Business Development: Ability to drive sales initiatives, identify business opportunities, and develop strategies to expand the client base and revenue streams.
• Operational Efficiency: Proficiency in optimizing processes and workflows to enhance efficiency and productivity within the team and the organization.
• Regulatory Compliance: Knowledge of financial regulations and compliance requirements, ensuring that all activities adhere to legal and ethical standards.
• Analytical and Problem-Solving Skills: Capability to analyze complex financial data, identify issues, and implement effective solutions to address challenges.
• Communication and Interpersonal Skills: Strong ability to communicate clearly and effectively with clients, team members, and other stakeholders, both verbally and in writing.
• Adaptability and Innovation: Flexibility in adapting to changes in the financial industry and a proactive approach to introducing innovative solutions and improvements.

Compensation:

$60,000 - $100,000 at plan year

About Summit Legacy Strategies:

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

Please visit https://www.summitlegacystrategies.com/ to learn more about us.

Agency of The Guardian Life Insurance Company of America, New York, NY.

The Guardian Network is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries.

Job Type: Full-time

Pay: $70,000.00 - $100,586.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Work Location: Hybrid remote in West Lake Hills, TX 78746

Salary : $60,000 - $100,000