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Managing Associate - Financial Services Sales Manager

National Life Group - San Francisco

Managing Associate - Financial Services Sales Manager

San Francisco, CA
Full Time
Paid
  • Responsibilities

    Company Overview: National Life Group stands as a beacon of financial strength and integrity in the industry. We are dedicated to empowering our clients and our team through financial expertise and innovative growth strategies. Join us to begin a journey of professional growth, personal fulfillment, and a profound impact on people's lives. Job Description: As a Managing Associate at National Life Group, you will lead your own Financial Advisor Team and play a pivotal role in both your clients' financial success and your team's professional development. This role combines rigorous leadership responsibilities with direct financial advisory tasks, offering a dynamic career path that includes both fixed compensation and performance-based incentives. Compensation: • Competitive compensation and benefits, including bonuses based on individual and team performance. • Overrides on agents personally hired, with progressive percentages based on agent tenure. Unmatched Training Support: • Extensive training, marketing support, and access to innovative tools and resources to expand your clientele. • Mentorship and collaboration with industry mavens for practical hands-on learning and development. • Opportunity to qualify for the prestigious President’s Club as a producer or leader. • Supportive culture that values collaboration, innovation, and work-life balance. • Professional development opportunities and clear growth paths for advancement. Additional Information: • Performance is tracked on home office leadership reports, with specific production and recruiting requirements. • Access to leadership schools, leadership calls, the Hoopis Performance Network, and the Discovery Database. • Eligibility for promotion to Managing Director based on specific recruiting and production milestones. Commitment to Equal Opportunity: We are a global equal-opportunity employer. We value diversity and are committed to creating an inclusive environment where all employees can thrive. We provide reasonable accommodations and support accessibility for all team members. Responsibilities: • Leadership Recruitment: Recruit a minimum of three full-time agents who meet earnings requirements within the first 12 months, manage a three-person to eight-person unit, and work closely with senior leadership to enhance your skill set. • Client Relationship Management: Build and maintain lasting relationships through regular reviews and proactive communication. • Financial Portfolio Management: Analyze market trends to optimize client portfolios and craft personalized financial strategies that turn clients’ financial aspirations into realities. • Team Collaboration Training: Collaborate with a team of experts to enhance services and contribute to the team's success while benefiting from a comprehensive five-year training regime designed to build a 7-figure practice. Qualifications: Skills: • Investment Management, Series Licenses, Life Insurance Sales, Sales Management, Direct Sales, Leadership, Recruiting, Management Requirements: • Proven experience in financial advising, recruiting, and team management. • Pursuing or holding FINRA S7 and S66 certifications. • Strong leadership capabilities and excellent communication skills. • Uncompromising integrity and strong analytical skills. Compensation: $105,720 - $202,535 yearly

    • Leadership Recruitment: Recruit a minimum of three full-time agents who meet earnings requirements within the first 12 months, manage a three-person to eight-person unit, and work closely with senior leadership to enhance your skill set. • Client Relationship Management: Build and maintain lasting relationships through regular reviews and proactive communication. • Financial Portfolio Management: Analyze market trends to optimize client portfolios and craft personalized financial strategies that turn clients’ financial aspirations into realities. • Team Collaboration Training: Collaborate with a team of experts to enhance services and contribute to the team's success while benefiting from a comprehensive five-year training regime designed to build a 7-figure practice.

  • Compensation
    $105,720-$202,535 per year