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Management Jobs

Company

Summit Advisory Group

Address Greensboro, NC, United States
Employment type FULL_TIME
Salary
Category Financial Services
Expires 2023-05-23
Posted at 1 year ago
Job Description
Who are we? At JD Financial Group & Associates Inc., we have created a unique team-oriented atmosphere which facilitates the flow of information and expertise to everyone involved. Representing National Life Insurance Company, we provide marketing experience and a company who listens to its agents and provides the necessary tools needed to help you get on top and stay there. What makes us different from other firms?
Being a JD Financial Group & Associates Inc. associate means gaining access to programs that help build your practice, whether you want to help families or business owners. Our philosophy is that of servant leadership: we serve not only the communities we live in but also the financial professionals who support those communities.
JDFG’s Unique Community Culture Helps Our Financial Professionals Thrive By Providing
We don’t just build business relationships with our clients; we form long-term friendships where we know our clients like family and friends.
  • Guidance and tools to help create a strong referral network that can generate exceptional income potential. What could be my typical day? Great question! While days vary from financial professional to financial professional, you’re not alone when it comes to the stress of planning and structuring your day. In your first three years, you receive consistent guidance and support from our managers and mentors and ongoing continuous planning support.
  • Support from your managing partner, directors, network office, and home office.
  • Formal 1-on-1 and group trainings, as well as peer support and continuing professional education.
We want you to be successful so it’s our job to provide you with the tools to succeed.
Manager Responsibilities
  • Developing and maintaining long-term relationships with clients (checking emails, making and returning phone calls, holding meetings, sending mailings)
  • Exceptional 401K plan
  • Opportunity for our Full Benefits package (medical, dental, healthcare)
  • Leadership conversations; able to create and modify procedures
  • 5 years of experience
  • Recruit and develop associates
  • Recognition and award programs including trips to desirable worldwide destinations!
  • Sitting down with clients to perform a fact gathering and needs analyses to arrive at client-centric financial solutions
  • Approving track record in high productive preferably on MDRT established agent Compensation and Benefits Program: We offer an attractive total compensation package for a financial professional looking to build their own financial services practice:
  • Unlimited income potential
  • Day-to-day servicing of current client accounts (submitted paperwork, account changes, etc.)
  • Establishing 1-on-1 trainings, mentoring, and group training to help ensure you are given proper guidance and attention at all times
  • Additional financing for the first three years
  • Group life and disability income insurance
  • Prospecting for clients through referrals, personal observation, and networking
  • Tuition Reimbursement program for professional designations and continuous learning
Compensation, benefits and incentive programs are based on various levels of production, years of practice and licensing. Not all packages are available to all representatives/agents. Your success is our success:JD Financial Group & Associates Inc. offers a world of possibilities for agents who are driven and entrepreneurial in spirit. If you don't want to be bound by corporate constraints and ceilings, join us to develop your own business where the sky is the limit. It’s an opportunity to align your income with your ambition and efforts, to gain work flexibility that fits your lifestyle and to make a difference. National Life Insurance Company is located in Montpelier, VT.
TC130771(0123)3