Managing Director

17 hours ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from DFW Wealth StrategiesPartner with a firm designed around Financial Professional Success: DWF Wealth Strategies (Powered by: Guardian Life and Park Avenue Securities)OverviewThe primary purpose of the Managing Director is to recruit, train, supervise, retain, and grow a unit of Financial Representatives at various stages of professional experience. The Managing Director assists the General Agent in the overall marketing, growth and development of the firm.Responsibilities…Source, select and successfully recruit financial representative candidates from within the firm’s target markets.Conduct classroom development and training on skills, systems and tools, products and more to develop their FR team and provide the skills needed for them to be successful in building their practice.Monitor activity and conduct joint field work on a consistent and regular basis to assist in the development of agent prospecting, selling and referral skills as well as evaluate sales practices.Assist the General Agent in identifying target markets and implement recruiting and training programs to take advantage of new marketing opportunities.Maintain weekly reporting requirements to keep General Agent and management team abreast of results and assure the retention and success of individual agents.Our Expectations…A successful Managing Director will:Pursue industry and Registered Principal designations to enhance credibility and prepare for larger management roles in the future.Actively participate in company-sponsored management and leadership development to prepare for new responsibilities in a changing environment.Evaluate and make recommendations on recruiting, selection and training systems to improve agent growth, development and retention.Be highly organized with the ability to build and develop a team of FRs while simultaneously continuing to build and grow your own practice.You have…Excellent interpersonal skills and can cultivate relationships with people from all levels and backgrounds and facilitate thought provoking discussions on their career goals, achievements, and values.A strong desire to develop others and see them succeed through teaching, monitoring, coaching, and supervision.Ability to develop deep relationships with agents, tailoring your style to each unique individual based on their needs and skill level and impart best practices.High level of initiative and independence to generate an equivalent sense of urgency and entrepreneurship in agents.Strong organizational and planning skills to maintain personal and unit efficiency and effectiveness.You are able to…Build a thorough understanding of the firm’s training systems, products and resources and their proper application in an agent’s development.Gain a strong understanding of the mission, values and culture of the firm and instil them in othersEducation/ExperienceCollege degree or equivalent work experienceProfessional designation such as CLU, ChFC, or CFPNASD 6, 7 and 24 preferred.4-6 years insurance industry sales experience including 3-5 years field management or agency distribution system.Demonstrated background and success in firm building and recruitment petencies:Customer focus – is a fundamental belief that one’s role at Guardian is to help or serve customers (Internal and External) and meet their needs. At lower levels this includes working with customers in ways that produce customer satisfaction whereas at higher levels it involves supporting and/or creating a customer-focused environment.Respect for Diversity - is the consideration for individuals from different backgrounds or ethnic groups (e.g. race, religion, gender, disability, sexual orientation, age, lifestyle, heritage, and culture) and the ability to work effectively with others in a diverse organization. At higher levels it involves supporting or creating an environment which promotes diversity and appreciates the balance between work and life.Demonstrating initiative – is the extent to which an individual proactively addresses situations or opportunities as opposed to simply reacting to problems and assignments. It includes identifying obstacles and taking action to address current and future challenges and opportunities.Drive toward improvement – is the capacity to be energized and excited by challenging goals and a concern for surpassing a standard of excellence. It is reflected in a true sense of competitiveness and a drive for results. At its highest levels, it is exhibited through a strong desire to achieve sustainable business results over the short-and long-term, despite adversity.Holding people accountable – is the ability and willingness to be direct in appropriate circumstances. It implies the intent to make others comply with one’s wishes where personal power or the power of one’s position is used appropriately, with the long-term good of the organization in mind.Impact and influence – are the ability to define and articulate and idea or plan in a compelling manner to make a specific impression on others. It includes harnessing an understanding of one’s audience to win support for a proposed initiative and generating enthusiasm for new ideas.Self-assurance – is the belief in one’s ability to accomplish a task or complete a course of action. It includes having the level of confidence that enables one to take on challenges and express new ideas.Team facilitation – involves having the ability to create an effective team environment, providing a sense of cohesiveness, identity and purpose to a work group, which helps to inspire motivation among its members toward a common goal. At its highest level, it means resolving conflict in a constructive way, through dialogue and, when necessary, direct facilitation.Who we are…Please visit the following to learn more about us… , , , .Agency of The Guardian Life Insurance Company of America, New York, NY.The Guardian Network is a network of preferred providers authorized to offer products of The Guardian Life Insurance7169597.1 (Exp. 10/26)Seniority levelSeniority levelDirectorEmployment typeEmployment typeFull-timeJob functionJob functionBusiness Development and SalesReferrals increase your chances of interviewing at DFW Wealth Strategies by 2xGet notified about new Managing Director jobs in Southlake, TX.Vice President of Corporate Business Development and StrategyDallas-Fort Worth Metroplex $225,000.00-$300,000.00 2 weeks agoChief Executive Officer – Commercial Generator Services – Private Equity, 78939Vice President, Enterprise Business SolutionsSVP Managing Director- 401K Relationship ManagerDallas-Fort Worth Metroplex $125,000.00-$150,000.00 15 hours agoDallas, TX $150,000.00-$190,000.00 5 days agoFrisco, TX $55,000.00-$60,000.00 5 days agoVice President/Sr. Associate of Investment BankingDallas, TX $200,000.00-$270,000.00 44 minutes agoAssociate Vice President – Contact CenterDallas, TX $125,000.00-$155,000.00 3 weeks agoDallas, TX $150,000.00-$200,000.00 6 days agoSenior Vice President / General Manager, Operating Unit Lead - Professional ServicesKidStrong Assistant General Manager - Frisco WestVice President, Insurance Data & Tech StrategyRegional Vice President, Business DevelopmentDallas, TX $200,000.00-$250,000.00 6 days agoVice President of Philanthropy, Lifespace CommunitiesVP, Global Risk Review Business Execution Officer (Hybrid)Irving, TX $125,760.00-$188,640.00 3 weeks agoWe’re unlocking community knowledge in a new way. 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Created: 2025-10-06