Job Title:
Market Director

Company: Capstone Colorado a MassMutual firm

Location: denver, CO

Created: 2024-04-27

Job Type: Full Time

Job 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 processResponsible 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 staffCollaborate closely with the Director of Sales and Development for LDL and the Director of Wealth management for GDC to align strategies and achieve business objectivesCultivate a positive, consistent, in-office working culture and foster commitment to sales activitiesSet clear expectations and conduct regular performance feedback sessions weekly with agentsConduct 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 leadershipAdvocate for, promote, and attend agency initiatives to enhance business performanceEnsure adherence to company policies and standards, maintaining compliance at all timesDemonstrate exemplary time management skills and activity tracking, effectively self-managing and adhering to a structured work weekParticipate by teaching in new agent or advanced sales trainingsProvide a comprehensive weekly summary report to the General Agent, highlighting weekly activities and tracking information for all agentsCollaborate with leadership team to ensure a successful launch for new agents coordinating resources to our new agentsAttend Market Director meetingsParticipate in candidate interview process to communicate the value of the enterprise and hold candidate accountable to ten step recruiting processOther duties as assigned Qualifications:Must have Series 7 and Series 65 or 66 (IA-Rep with MMLIS)Certified Financial Planner (CFP) preferredNo disclosures or issues with FINRA that would require special supervisionBachelor's degree in Business Administration, Finance or a related fieldStrong leadership skills with a proven track record of success in sales and business developmentDeep understanding of the life insurance and financial services industryExperience in sales, financial planning, andor financial investmentsStrong leadership skills with the ability to motivate and mentor a teamHigh energy, motivated individual who is a self-starter Ability to receive and implement feedbackDetail-focused individual with ability to maintain a high-level of confidentialityProven ability to ask for individual goals and hold individuals accountable to their goalsPassionate about team results and organizational growthAbility to work in office on a Monday through Friday with reliable transportationAdherence 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 growthMedical, dental, vision, and life insurance Short-term and long-term disability insurance5% match on 401kThis is a W2 role with Capstone Partners and requires maintaining a MassMutual contract as a registered representative