Managing Associate - Financial Services Sales Manager

National Life Group - San FranciscoPosted 3 months agoCompany 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: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 yearlyAbout National Life Group - San Francisco:Are you ready to elevate your career in the financial services industry? We are seeking dynamic, driven individuals to join our Financial Advisor Team and play a critical role in our clients' financial success. This is more than a job; it’s a journey of professional growth, personal fulfillment, and making a tangible difference in people’s lives.Embark on a rewarding career journey with National Life Group, a beacon of financial strength and integrity in the industry. As a Financial Professional with us, you are not just taking a job; you're adopting a role where your guidance turns your clients’ financial aspirations into realities.

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