Market Director

4 weeks ago

Newport Beach, United States Capstone Partners Financial and Insurance Services Full time

The Market Director will perform a variety of functions supporting executive leadership and financial professionals from onboarding experience to successful launch into the firm. This individual will support executive leadership and producers as they set production goals, increase professional development, and work to achieve success. 


Duties Include:

  • Assist recruiters during the selection and onboarding process
  • Responsible for driving growth year over year in their market in these key result areas: Tier 1 Life, disability, and long-term care insurance first year commissions (T1 LDL FYC); Financial Planning Fees; Gross Dealer Concessions (GDC)
  • Track and ensure participation of new market advisors in training programs, ensuring readiness for Pre-Launch or experienced agent training, in addition to ensuring timely correspondence to compliance and other agency staff
  • Collaborate closely with the Director of Sales and Development for LDL and the Director of Wealth management for GDC to align strategies and achieve business objectives
  • Cultivate a positive, consistent, in-office working culture and foster commitment to sales activities
  • Set clear expectations and conduct regular performance feedback sessions weekly with agents
  • Conduct weekly check-ins to provide support, coaching, and mentorship to help agents achieve their goals and requirements, and to communicate these goals and requirements to executive leadership
  • Advocate for, promote, and attend agency initiatives to enhance business performance
  • Ensure adherence to company policies and standards, maintaining compliance at all times
  • Demonstrate exemplary time management skills and activity tracking, effectively self-managing and adhering to a structured work week
  • Participate by teaching in new agent or advanced sales trainings
  • Provide a comprehensive weekly summary report to the General Agent, highlighting weekly activities and tracking information for all agents
  • Collaborate with leadership team to ensure a successful launch for new agents coordinating resources to our new agents
  • Attend Market Director meetings
  • Participate in candidate interview process to communicate the value of the enterprise and hold candidate accountable to ten step recruiting process
  • Other duties as assigned

 

Qualifications:

  • Must have Series 7 and Series 65 or 66 (IA-Rep with MMLIS)
  • Certified Financial Planner (CFP) preferred
  • No disclosures or issues with FINRA that would require special supervision
  • Bachelor's degree in Business Administration, Finance or a related field
  • Strong leadership skills with a proven track record of success in sales and business development
  • Deep understanding of the life insurance and financial services industry
  • Experience in sales, financial planning, and/or financial investments
  • Strong leadership skills with the ability to motivate and mentor a team
  • High energy, motivated individual who is a self-starter
  • Ability to receive and implement feedback
  • Detail-focused individual with ability to maintain a high-level of confidentiality
  • Proven ability to ask for individual goals and hold individuals accountable to their goals
  • Passionate about team results and organizational growth
  • Ability to work in office on a Monday through Friday with reliable transportation
  • Adherence to business professional dress code
  • Excellent written and verbal interpersonal skills and strong sense of professionalism
  • Proficiency in Microsoft Office Suite: Outlook, Word, Excel, and PowerPoint
  • Professional references will be requested

 

Salary Range and Benefits:

  • $85,000 annual base plus percentage of market growth
  • Medical, dental, vision, and life insurance
  • Short-term and long-term disability insurance
  • 5% match on 401k
  • This is a W2 role with Capstone Partners and requires maintaining a MassMutual contract as a registered representative

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