| Location: |
FL-Jacksonville
Southeast (AL, FL, GA, LA, MS, NC, SC & TN) |
| Salary Range: |
125000-150000 |
| Bonus & Incentives: |
Salary and commissions from production |
| Position Responsibilities: |
Our client is a well-established financial services firm in Florida with a niche market in the medical arena. They market asset protection plans and financial services to physicians all over the state of Florida and do so with the endorsement of a major association.
Our client is looking for a Managing Director for this firm to be a part of the senior management team. We are looking for someone who can take the lead in developing the sales and marketing of this company’s financial services programs. Responsibilities will include recruiting, training and hiring of financial advisors, the development and rollout of corporate marketing programs, and the overall business development efforts of the firm. This person will also be involved in the continued development of the long term strategic plan.
The person we are seeking has a successful track record in the financial services industry as a producer and a manager. He must have a strong entrepreneurial bent and want to be involved in the growth of a significant business. Contacts within the state of Florida and/or previous exposure to the medical community are both pluses. Industry designations such as CPA, CFP, CLU, CHFC, or CFA are also pluses. This position is located in the greater Jacksonville area and relocation to that area within a reasonable period of time, if not already there, will be required.
Competitive compensation, benefits and the opportunity for ownership are all part of the package for the right person.
- Sales skill development - Client Management
- Effective communication skills - Business development
- Presentation skills - Compliance
- Product - Financial planning
- Technology -Broker-dealer policies and procedures
c) Sales and Marketing:
*Manage the rollout of corporate marketing programs.
*Monitor and manage telemarketing programs within region.
*Assist in the development and rollout of public seminars.
*Coach individual sales representatives on developing and implementing productive sales and marketing programs.
*Development of annual sales and revenue budget.
Performance Measurements:
*Quality audit results
*Achievement of sales and revenue goals
*Growth in sales and revenue results
*Growth in size of sales force
*Growth in assets under management |
| Education and Certifications/Licenses: |
Bachelors, Series 7, 24 |
| Mandatory Minimum Qualifications: |
-Management experience
-Training/Recruiting
-Series 7, 24
-Sales Management
-Preferably with a transferrable Book of Business. |
| Preferred Qualifications: |
CPA, CFP, CLU, CHFC, or CFA |
| Additional Comments: |
|
| Benefits: |
yes
|
| Overnight Travel: |
15% |
| Relocation Assistance: |
Other, Negotiable |
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