Managing Associate

The primary purpose of the Managing Associate is to assist the Firm leadership team in the overall marketing, growth and development of the Firm.

• Recruiting goal minimum of 3 recruits per year.
• Must qualify for the Leaders Club on personal production.
• Assist the Managing Director in identifying target markets and implement recruiting and training programs to take advantage of new marketing opportunities.
• Actively participate in company-sponsored leadership development to prepare for new responsibilities in a changing environment.

• 2-3 years insurance industry sales experience including field management or agency distribution system preferred.
• Producer Group Leader that either has a team already or will be building one over time.
• Excellent interpersonal skills to develop relationships with people from all levels and backgrounds, and facilitate thought provoking discussions on their career goals, achievements, and values.
• Strong desire to develop others and see them succeed through teaching, monitoring, coaching, and supervision; able to develop strong relationships, tailor one’s style to each unique individual based on their needs and skill level and impact the teaching of the Firm’s, Home Office’s and Industry’s best practices.
• Understanding of the mission, values and culture of the firm and the ability to instill them in others.
• Initiative and independence to generate an equivalent sense of urgency and business acumen.
• Understanding of training systems, products and resources and their proper application for development.
• Strong organizational and planning skills to maintain personal efficiency and effectiveness.