Looking for a chance to demonstrate your industry expertise, strong leadership abilities, and team support skills? Our company is seeking an individual for the role of Managing Associate based in Austin, Texas. Responsibilities include: • Supporting recruitment, management, and team growth of Financial Representatives • Coordinating joint appointments with Advisors • Expanding the client portfolio and consistently meeting production goals • Recruiting, leading, and mentoring a team of Financial Representatives across various skill levels The ideal candidate should have 4-6 years of sales experience and must obtain an insurance license if not already held. As a Managing Associate, you will collaborate closely with the Managing Director to enhance marketing strategies and foster team growth. We value your interest and eagerly anticipate connecting with you soon! Responsibilities: • 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. Qualifications: • 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. Compensation: $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.