Leadership Opportunities
Leadership Opportunities at NEFNShape The Future of Financial Services Through Leadership and Mentorship
At Northeast Financial Network (NEFN), we offer dynamic leadership opportunities for professionals with a passion for mentorship, growth, and community impact. Our Managing Directors and Managing Associates lead the charge in empowering a new generation of financial representatives, driving innovation in financial services, and building strong, client-focused relationships.
Job DescriptionManaging Director
As a Managing Director at NEFN, you’ll play a pivotal role in building and supporting a team of financial representatives, guiding them through every stage of their career. This position is ideal for leaders committed to empowering others and actively contributing to the firm’s growth.
Key Responsibilities:
- Recruitment & Mentorship: Identify, recruit, and develop financial representative candidates within NEFN’s target markets, fostering a supportive environment where team members can thrive.
- Training & Development: Lead training programs that cover essential skills, product knowledge, and best practices, equipping team members with the resources they need to build successful practices.
- Field Support: Conduct regular joint fieldwork to develop agents’ prospecting, selling, and referral skills, ensuring consistent growth in real-world settings.
- Strategic Growth: Collaborate with the General Agent to explore new markets and implement programs that expand NEFN’s reach and impact.
- Progress Monitoring: Maintain regular reporting and communicate team results, working to ensure agent retention and success across the board.
Requirements:
- College degree or equivalent work experience
- Professional designation such as CLU, ChFC, or CFP
- NASD Series 6, 7, and 24 licenses preferred
- 4-6 years of insurance industry sales experience, including 3-5 years in field management or agency distribution
- Proven track record in firm building, recruitment, and sales management
Leadership ExcellenceCompetencies That Define and Drive NEFN Leaders
Effective leadership at Northeast Financial Network (NEFN) is defined by a set of core competencies that drive success, motivate teams, and create a supportive, client-focused environment. Our leaders embody the following qualities:
NEFN leaders prioritize supporting both clients and team members, ensuring every interaction fosters satisfaction and builds long-term success.
Valuing diverse perspectives, NEFN leaders cultivate an inclusive environment that balances professional ambition with an appreciation for work-life integration.
As proactive problem-solvers, NEFN leaders anticipate and address challenges, turning opportunities into successes for their teams and clients.
Committed to exceeding standards, our leaders ensure sustainable growth by fostering a spirit of competitiveness and resilience.
NEFN leaders hold themselves and their teams accountable, setting clear expectations and guiding everyone toward shared goals.
With clear communication and a compelling vision, NEFN leaders inspire enthusiasm for new ideas and gain the support of clients and team members alike.
Confident in their abilities, NEFN leaders embrace challenges and champion innovation, driving the organization forward.
Our leaders create a cohesive team environment, fostering motivation, unity, and purpose, with the skills to facilitate constructive conflict resolution when needed.
Job DescriptionManaging Associate
The role of a Managing Associate offers a balanced blend of personal production, recruitment, and mentorship. Managing Associates support NEFN’s growth by developing new representatives and fostering relationships that reinforce the firm’s mission and values.
Key Responsibilities:
- Recruitment & Production: Drive firm growth by meeting a recruitment goal of at least three new hires per year and achieving high standards of personal production.
- Market Expansion: Partner with the Managing Director to identify target markets and create training programs that meet evolving industry needs.
- Mentorship & Relationship Development: Provide individualized mentorship, adapting your coaching style to suit each team member’s unique strengths and experience.
- Leadership Development: Engage in ongoing company-sponsored leadership training to prepare for advancing responsibilities in a dynamic professional environment.
Requirements:
- College degree or equivalent work experience
- Professional designation such as CLU, ChFC, or CFP
- NASD Series 6, 7, and 24 licenses preferred
- 2-3 years of insurance industry sales experience, ideally including field management or agency distribution