Managing Partner

The Managing Sales Director performs duties to ensure sales growth by recruiting, developing and managing an advisor team in meeting annual production targets. The Managing Sales Director is also committed to on-going recruitment efforts to continue to grow and evolve the team. This position also works in collaboration with the agency’s management team and staff to contract, on-board and support the long-term needs of recruited professionals.

RECRUITING

• Ability to personally source candidates through referrals, relationship building, community involvement, LinkedIn, etc., to create a solid pipeline.
• Regularly interview recruits to assess the right fit for the agency model and culture. Leverage Managing Partner(s) and other support team members as needed throughout the process.
• Follow the established onboarding process to contract new advisors by ensuring the overall experience is professional and efficient.

ADVISOR DEVELOPMENT & MANAGEMENT

• Conduct regular one on one meetings with producers to build relationships, understand training and development needs, and provide insight for the improvement of sales and activity performance.
• Provide individualized assistance with case prep, selling strategy, troubleshooting, etc. Conduct regular coaching and counseling sessions to build motivation and selling skills.
• Conduct or participate in weekly team/unit meetings to apply training topics, and/or develop phoning, fact-finding, life cycle, client presentation and closing skills.
• Supervise the unit’s sales activities, i.e., prospecting calls, appointments, presentations, proposals, closes, etc.
• Identify opportunities for junior producers to work with senior advisors.

Qualifications:

• Bachelor’s degree or relevant work experience
• Two to Five or more years of sales management experience must be in the Insurance/Financial Services industry
• Proven history of building and developing sales teams in the Insurance/Financial Services industry
• MUST have a Life, Accident & Health license and Series 6 or 7 And Series 66 or 63
• MUST reside in the NY Metro area or willing to locate as this is an in office position located in East Hills, Long Island, New York
• Exceptional communication, interpersonal, coaching and decision-making skills
• Advanced knowledge of the sales process, insurance concepts, investment solutions and financial planning
• Salary range depending on experience $75,000 - $150,000 plus trails on Unit production and commission on personal production
• Medical, Dental, Vision, 401 (k) and additional bonuses based on performance

We are an Equal Opportunity Employer.

We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state, and local law. Financial Services Professionals/Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. We do not help with relocation expenses.