Regional Director - Greater Florida Financial Group

Prudential Financial; Orlando (FL); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Market competitive compensation

Medical, dental, and vision insurance

401(k) plan with company match

Wellness Programs

Tuition Assistance

Employee Stock Purchase Plan

Job summary

A financial services organization seeks a Regional Director in Orlando, Florida to lead sales teams, drive market growth, and engage clients in holistic financial planning. The role requires a Bachelor's degree and a strong background in recruiting and coaching financial advisors. This position offers competitive compensation, comprehensive benefits, and opportunities for professional development.

Qualifications

• Minimum 5 years of proven track record in financial services coaching.
• Proven track record of delivering sales team results.
• Industry designations such as CFP, ChFC, or CLU preferred.
• Proven track record of delivering sales team results and growing a market.
• Series 7 required; Series 63 & 65 or 66 required.
• Life/Health insurance license & P&C license.
• Industry designations such as CFP, ChFC, or CLU (preferred).

Responsibilities

• Market growth through recruitment and retention of financial professionals.
• Support financial professionals to maximize productivity.
• Engage clients in holistic financial planning.
• Foster a culture of client-centric service with technology-enabled execution.

Skills

Recruiting experienced financial advisors

Coaching and motivating sales teams

Holistic financial planning

Relationship-based advice process

Education

Bachelor’s degree from an accredited college or university

Tools

Series 7

Series 63 & 65 or 66

Life/Health insurance license

P&C License

CFP/ChFC/CLU (preferred)

Job description

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Job Classification:

Sales - Sales

Regional Director Job Posting

Greater Florida Financial Group

Do you enjoy roles where you can lead sales teams and help them achieve their goals? What about one where you potentially could make an impact with hundreds of clients and their families? Read on to learn more about this Regional Director opportunity aligned to Greater Florida Financial Group located in one of the following locations: Orlando, Tampa, Jacksonville or Miami.

Our firm footprint is growing! We are looking for a Regional Director who will serve as a member of our executive leadership team and is responsible for market growth through recruitment, development, retention, success, and supervision of financial professionals in the Miami, Orlando, Tampa or Jacksonville. The Regional Director serves as coach for the organization’s approach to a holistic financial planning, relationship-based advice process in selling insurance, investments, and other financial products.

What You’ll Help Us Achieve:

• Market growth through recruitment and retention of experienced and early career financial professionals. In partnership with the recruiting team, you’ll assist with the attraction, recruiting and retention strategy for Prudential Advisors. You’ll also seek opportunities to engage with diverse networks and participate in recruiting events that support our diversity recruiting objectives.
• A supportive and collaborative environment that empowers our team to deliver a world class client experience. You’ll actively guide and support financial professionals to maximize their potential in the areas of productivity and culture contributions. Be an active champion for the use of technology platforms that enhance overall client experience and operational efficiencies.
• Practice growth for our financial professionals. Actively guide and support financial professionals to maximize their potential in the areas of productivity and culture contributions. You’ll inspire financial professionals to be personally accountable for their desired outcomes.
• Foster a holistic financial planning culture. You’ll play a supporting role to engage all clients in holistic financial planning. Demonstrate, observe, and coach to mastery with all individuals within the firm.

What You Should Have:

• Bachelor’s degree from an accredited college or university.
• Proven track record of recruiting experienced financial advisors.
• Minimum 5 years of a proven track record of coaching, inspiring, and motivating sales teams (Financial Services market preferred).
• Proven track record of delivering sales team results and growing a market.
• Series 7 required. Series 63 & 65 or 66 required.
• Life/Health insurance license & P&C License.
• Industry designations such as CFP, ChFC, or CLU (preferred).

What we offer you:

• Market competitive variable compensation which includes a base salary and opportunity to earn quarterly bonuses.
• Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
• Retirement plans: 401(k) plan with company match (up to 4%); Company-funded pension plan.
• Wellness Programs to help you achieve your wellbeing goals, including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
• Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
• Tuition Assistance to help finance traditional college enrollment toward obtaining an approved degree, many accredited certificate programs, and industry designations.
• Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.

Note: This is an “in-office” position; requiring Monday through Friday commitment.

Any applicant selected for this position will be required to submit to an extensive background screening and a credit check. Failure to comply will eliminate an applicant from consideration for this position. Any negative information obtained as a result of the background screening may result in the disqualification of the applicant from this and any other position in Prudential, including their current position if they are an internal applicant.

Property and Casualty policies are issued by insurers that are not affiliates or subsidiaries of Prudential Financial. Availability varies by carrier and state. The Prudential Insurance Company of America and its affiliates are Prudential Financial companies located in Newark, NJ. Securities products and services are offered through Pruco Securities, LLC. “Prudential Advisors” is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ and its affiliates.

Prudential is an Employer that participates in E-Verify.

Seniority level

Director

Employment type

Full-time

Job function

Finance and Sales

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