Job Description

Managing Associate

The Bulfinch Group

Overview

The Bulfinch Group is seeking an experienced Financial Advisor who is looking for an opportunity to grow in a leadership/managerial position. The primary purpose of the Managing Associate is to recruit, train, supervise, retain, and grow a unit of Financial Representatives at various stages of professional experience. The Managing Associate assists the General Agents in the overall marketing, growth and development of the firm.

Responsibilities…

• Continue to grow and manage a practice as a Financial Advisor
• 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.
• Source, select and successfully recruit financial representative candidates from within the firm’s target markets.
• 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 Associate 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.
• Multi-task and lead by example
• Gain a strong understanding of the mission, values and culture of the firm and instill them in others

Education/Experience:

• College degree or equivalent work experience
• SIE, FINRA 7, 66 certifications preferred
• Life License and Accident & Health License preferred
• 3-5 years Financial Advisor Experience; Previous Management experience is a bonus
• Demonstrated background and success in firm building and recruitment is a bonus

Candidate must be a US Citizen or Green Card holder

Competencies:

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 in order 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.

The Bulfinch Group is a General Agency of The Guardian Life Insurance Company of America, New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA,SIPC. OSJ: 160 Gould Street, Suite 310 Needham, MA 02494, ph#781.449.4402. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. 7350711.1 Exp 11/26

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