Financial Services Agency Manager
Job Description
Manage recruiting, coaching, and investment oversight for a financial services and life insurance organization in Peachtree Corners, GA (onsite).
Responsibilities
- Recruit, train, coach, and develop financial services professionals and Staff Managers to support individual and agency performance
- Oversee registered representatives’ investment activities and support adherence to applicable regulatory and organizational requirements
- Develop and implement representative-specific community-based marketing and business development strategies
- Build talent and business pipelines through professional networking, community engagement, and effective use of social media platforms
- Set performance expectations, monitor results, and provide ongoing coaching to support sales and organizational goals
- Maintain a customer-focused, ethical, accountable, and results-driven team environment
Requirements
- Active Series 26 license required
- Active Series 6 or Series 7 license required
- Active Life and Health Insurance licenses required
- Proven leadership experience in life insurance, financial services, wealth management, or a closely related environment, including recruiting, coaching, and developing sales professionals
- Strong business acumen and leadership skills, including communication, networking, relationship-building, and results-driven execution
- Bachelor’s degree preferred or equivalent professional experience
Compensation & Benefits
- $100,000 base salary plus approximately $40,000 bonus potential (anticipated total compensation approximately $140,000)
- Compensation may be negotiable based on experience and qualifications
- Comprehensive medical, dental, vision, and disability insurance
- 401(k) plan
- Pension plan
- Robust professional training and development
- Long-term career growth and advancement opportunities
Pay
From $100,000.00 per year
Licensing Application Question
- Do you currently hold ALL of the following active licenses: Series 26, Series 6 OR Series 7, and Life and Health Insurance licenses?
Work Location
- In person
- Peachtree Corners, GA