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
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