Market Director - Denver, United States - Capstone Colorado - a MassMutual firm

    Capstone Colorado - a MassMutual firm
    Capstone Colorado - a MassMutual firm Denver, United States

    1 month ago

    Default job background
    Description

    Job Summary:


    The Market Director will perform a variety of functions supporting executive leadership and financial professionals from onboarding experience to successful launch into the firm.

    This individual will support executive leadership and producers as they set production goals, increase professional development, and work to achieve success.


    Duties Include:
    Assist recruiters during the selection and onboarding process
    Responsible for driving growth year over year in their market in these key result areas:

    Tier 1 Life, disability, and long-term care insurance first year commissions (T1 LDL FYC); Financial Planning Fees; Gross Dealer Concessions (GDC)
    Track and ensure participation of new market advisors in training programs, ensuring readiness for Pre-Launch or experienced agent training, in addition to ensuring timely correspondence to compliance and other agency staff
    Collaborate closely with the Director of Sales and Development for LDL and the Director of Wealth management for GDC to align strategies and achieve business objectives
    Cultivate a positive, consistent, in-office working culture and foster commitment to sales activities
    Set clear expectations and conduct regular performance feedback sessions weekly with agents
    Conduct weekly check-ins to provide support, coaching, and mentorship to help agents achieve their goals and requirements, and to communicate these goals and requirements to executive leadership
    Advocate for, promote, and attend agency initiatives to enhance business performance
    Ensure adherence to company policies and standards, maintaining compliance at all times
    Demonstrate exemplary time management skills and activity tracking, effectively self-managing and adhering to a structured work week
    Participate by teaching in new agent or advanced sales trainings
    Provide a comprehensive weekly summary report to the General Agent, highlighting weekly activities and tracking information for all agents
    Collaborate with leadership team to ensure a successful launch for new agents coordinating resources to our new agents
    Attend Market Director meetings
    Participate in candidate interview process to communicate the value of the enterprise and hold candidate accountable to ten step recruiting process
    Other duties as assigned


    Qualifications:
    Must have Series 7 and Series 65 or 66 (IA-Rep with MMLIS)
    Certified Financial Planner (CFP) preferred
    No disclosures or issues with FINRA that would require special supervision
    Bachelor's degree in Business Administration, Finance or a related field
    Strong leadership skills with a proven track record of success in sales and business development
    Deep understanding of the life insurance and financial services industry
    Experience in sales, financial planning, and/or financial investments
    Strong leadership skills with the ability to motivate and mentor a team
    High energy, motivated individual who is a self-starter
    Ability to receive and implement feedback
    Detail-focused individual with ability to maintain a high-level of confidentiality
    Proven ability to ask for individual goals and hold individuals accountable to their goals
    Passionate about team results and organizational growth
    Ability to work in office on a Monday through Friday with reliable transportation
    Adherence to business professional dress code
    Excellent written and verbal interpersonal skills and strong sense of professionalism

    Proficiency in Microsoft Office Suite:
    Outlook , Word, Excel, and PowerPoint
    Professional references will be requested


    Salary Range and Benefits:
    $85,000 annual base plus percentage of market growth
    Medical, dental, vision, and life insurance
    Short-term and long-term disability insurance
    5% match on 401k
    This is a W2 role with Capstone Partners and requires maintaining a MassMutual contract as a registered representative

    #J-18808-Ljbffr