Managing Associate

Ashford Advisors Inc; Dunwoody (GA); On-site; USD 180,000 - 240,000; Full time

Job summary

Ashford Advisors is seeking a Managing Director to support the Firm leadership in marketing, growth, and development initiatives. The role emphasizes identifying target markets, implementing recruiting and training programs, and participating in leadership development to adapt to change.

The position requires seasoned leadership with the ability to build teams, develop others, and drive strategic initiatives within a national financial services context.

Qualifications

• College degree or equivalent work experience.
• Life & Health Licenses.
• Series 6 & 63 (minimum)

Responsibilities

• Assist the local firm in identifying target markets and implement recruiting and training programs to take advantage of new marketing opportunities.
• Actively participate in company-sponsored leadership development to prepare for new responsibilities in a changing environment.

Skills

Interpersonal skills

Leadership

Coaching

Training

Relationship building

Organizational skills

Education

College degree or equivalent

Life & Health Licenses

Series 6 & 63

Job description

The primary purpose of the Managing Director is to assist the Firm leadership team in the overall marketing, growth and development of the Firm.

Responsibilities

• Assist the local firm in identifying target markets and implement recruiting and training programs to take advantage of new marketing opportunities.
• Actively participate in company-sponsored leadership development to prepare for new responsibilities in a changing environment.

Experience

• 5 years Financial Industry sales experience including field management or agency
• distribution system preferred.
• 2 years Leadership Experience that either has a team already or will be building one over time.

Education

• College degree or equivalent work experience.
• Life & Health Licenses
• Series 6 & 63 (minimum)

Knowledge/Skills

• Excellent interpersonal skills to develop relationships with people from all levels and backgrounds and facilitate thought provoking discussions on their career goals, achievements, and values.
• Strong desire to develop others and see them succeed through teaching, monitoring, coaching, and supervision. Able to develop strong relationships, tailor one’s style to each unique individual based on their needs and skill level and impart the teaching of the Firm’s, Home Office’s and Industry’s best practices.
• Understanding of the mission, values and culture of the firm and the ability to instill them in others.
• Initiative and independence to generate an equivalent sense of urgency and entrepreneurship.
• Understanding of training systems, products and resources and their proper application for development.
• Strong organizational and planning skills to maintain personal efficiency and effectiveness.

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

To learn more about Ashford Advisors visit us at www.ashfordadvisors.net. Ashford

Advisors is an agency of The Guardian Life Insurance Company of America®

(Guardian), New York, NY. OSJ: 900 Ashwood Parkway, Suite 400, Atlanta, GA

30338 (770)-390-2600. Securities products and advisory services offered through

Park Avenue Securities LLC (PAS), member FINRA, SIPC. Park Avenue Securities is

a wholly owned subsidiary of Guardian. Ashford Advisors is not an affiliate or

subsidiary of PAS or Guardian. Ashford Advisors is not registered in any state

or with the U.S. Securities and Exchange Commission as a Registered Investment

Advisor. 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 Insurance Company of America (Guardian),