Leadership Opportunities

Enhance your practice, grow your income, and maximize your impact

As a Team Leader or Sales Manager, you will grow your personal practice while you develop your capabilities in a sales management role.

A career with our firm allows you to honor the values that are important to you:

Expanding your influence:

Your success has a multiplier effect on families, businesses and communities by providing paths to financial stability

A well-defined career path that integrates continuous learning in the form of management training, conferences, study groups and networking, and offers opportunities to develop the strategic planning, coaching and leadership skills to effectively run an agency

Transparency, honesty and clarity as the fundamental ingredients of partnership between your firm’s leadership and the home office

Being heard – your contributions and input matter; the Sales Manager Advisory Board serves as your advocate on topics that are relevant to you

An innovative culture that embraces growth and the changes that come with it

Enjoying flexibility

–the freedom to design your work and your life the way you envision it

How will you build your business?  You will…

  • Establish networks and cultivate referrals to generate a steady stream of candidates
  • Engage in frontline recruiting of financial professionals
  • Develop and grow a production unit
  • Coach, mentor and supervise new financial professionals
  • Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates

Who do you need to be?

- A strong relationship builder who takes a people first approach

Contact us today to discuss how you can step into a leadership role: Email Kathie Harman


CRN202303-278990