Job Description
Recruiting:
- Knowledge of the firm’s recruiting strategy, value prop, and annual recruiting goals
- Thorough understanding of the MassMutual career agent contract
- Ability to personally source candidates through referrals from existing producers, LinkedIn, etc., to create a solid pipeline
- Regularly interview recruits to assess the right fit for the agency model and culture. Leverage Managing Partner(s) and other support team members as needed throughout the process.
- Work closely with an in-house recruiter to interview prospective recruits sourced by the firm as needed
- Follow the established onboarding process to contract new advisors by ensuring the overall experience is professional and efficient.
Advisor Development & Management:
- Conduct regular one on one meetings with producers to build relationships, understand training and development needs, and provide insight for the improvement of Sales and activity performance.
- Provide individualized assistance with case prep, selling strategy, troubleshooting, etc. Conduct regular coaching and counseling to build motivation and selling skills
- Conduct or participate in weekly team/unit meetings to apply training topics, and/or develop: phoning, fact-finding, life cycle, client presentation and closing skills. Assist producers in making connection between the trainings and the application in their practices.
- Supervise the unit’s sales activities, i.e. prospecting calls, appointments, presentations, proposals, closes, etc.), as well as use available resources to create accountability
- Consistently identify opportunities for junior producers to link with a senior work partner for joint work
- Leverage staff resources to ensure that producers are fully utilizing all that is available to them as part of our agency support platform
- Attend and participate in all monthly sales management team and recruiting meetings
- Work with management team to ensure our agency training program is a great resource for learning and attend as scheduled
- Support company standards, policies, goals and objectives as define by company management.
- Health and Life License, Series 6/7, 63 & 65, or 66