Talent.com
Managing Partner

Managing Partner

Blue Ocean Wealth Solutions, LLC- A MassMutual FirmGreenvale, NY, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Job Description

Job Description

The Managing Sales Director performs duties to ensure sales growth by recruiting, developing and managing an advisor team in meeting annual production targets. The Managing Sales Director is also committed to on-going recruitment efforts to continue to grow and evolve the team. This position also works in collaboration with the agency’s management team and staff to contract, on-board and support the long-term needs of recruited professionals.

RECRUITING

  • Ability to personally source candidates through referrals, relationship building, community involvement, 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.
  • 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 sessions 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.
  • Supervise the unit’s sales activities, i.e., prospecting calls, appointments, presentations, proposals, closes, etc.
  • Identify opportunities for junior producers to work with senior advisors.
  • Qualifications :

  • Bachelor’s degree or relevant work experience
  • Two to Five or more years of sales management experience must be in the Insurance / Financial Services industry
  • Proven history of building and developing sales teams in the Insurance / Financial Services industry
  • MUST have a Life, Accident & Health license and Series 6 or 7 And Series 66 or 63
  • MUST reside in the NY Metro area or willing to locate as this is an in office position located in East Hills, Long Island, New York
  • Exceptional communication, interpersonal, coaching and decision-making skills
  • Advanced knowledge of the sales process, insurance concepts, investment solutions and financial planning
  • Salary range depending on experience $75,000 - $150,000 plus trails on Unit production and commission on personal production
  • Medical, Dental, Vision, 401 (k) and additional bonuses based on performance
  • #LI-BOWS1

    We are an Equal Opportunity Employer.

    We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state, and local law. Financial Services Professionals / Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. We do not help with relocation expenses.

    serp_jobs.job_alerts.create_a_job

    Managing Partner • Greenvale, NY, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Managing Director, Investment Banking / / Mergers & Acquisitions (M&A)

    Managing Director, Investment Banking / / Mergers & Acquisitions (M&A)

    Portage Point PartnersNew York, NY, US
    serp_jobs.job_card.temporary
    Managing Director, Investment Banking / / Mergers & Acquisitions (M&A).Portage Point Partners (Portage Point) is a business advisory, interim management and investment banking firm intensely focused...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Managing Director, Transaction Advisory Services

    Managing Director, Transaction Advisory Services

    Portage Point PartnersNew York, NY, US
    serp_jobs.job_card.temporary
    Managing Director, Transaction Advisory Services.Portage Point Partners is a business advisory, interim management and investment banking firm intensely focused on the middle market.Our blue chip t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Managing Partner - NYC

    Managing Partner - NYC

    TacombiNew York, NY, US
    serp_jobs.job_card.full_time
    Tacombi is a fast-growing, omni-channel consumer and retail brand that is committed to globally sharing Mexican food and culture through hospitality experiences, CPG products, community outreach an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Managing Director, Investment Banking / / Healthcare Mergers & Acquisitions (M&A)

    Managing Director, Investment Banking / / Healthcare Mergers & Acquisitions (M&A)

    Portage Point PartnersNew York, NY, US
    serp_jobs.job_card.temporary
    Managing Director, Investment Banking / / Healthcare Mergers & Acquisitions (M&A).Portage Point Partners (Portage Point) is a business advisory, interim management and investment banking firm intens...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Consult Partner - Manufacturing

    Consult Partner - Manufacturing

    VirtualVocationsFlushing, New York, United States
    serp_jobs.job_card.full_time
    A company is looking for a Director, Consult Partner - Manufacturing / Data & AI.Key Responsibilities Lead customized client engagements to provide insights and strategies for digital transformat...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Managing Partner

    Managing Partner

    PMac's Hospitality GroupNew York, NY, US
    serp_jobs.job_card.full_time
    Pmac's Hospitality is hiring energetic and seasoned leaders!.Our group was founded by a busboy - our motto is we promote from within. For the right chefs, managers, and beverage professionals, we of...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Managing Director, Investment Banking / / Business Services Mergers & Acquisitions (M&A)

    Managing Director, Investment Banking / / Business Services Mergers & Acquisitions (M&A)

    Portage Point PartnersNew York, NY, US
    serp_jobs.job_card.temporary
    Managing Director, Investment Banking / / Business Services Mergers & Acquisitions (M&A).Portage Point Partners (Portage Point) is a business advisory, interim management and investment banking firm...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sr. Managing Director

    Sr. Managing Director

    Northern TrustOld Greenwich, CT, US
    serp_jobs.job_card.full_time
    This is a high-impact leadership opportunity for a seasoned executive to oversee and grow a large, fast-growing market.This opportunity will be the market lead for our Greenwich office.The ideal ca...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sales Managing Director

    Sales Managing Director

    VirtualVocationsFlushing, New York, United States
    serp_jobs.job_card.full_time
    A company is looking for a Managing Director to lead their sales team in a remote position.Key Responsibilities Manage and motivate a team of 3-6 sellers to drive revenue through new business gen...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Trust / Estate Partner

    Trust / Estate Partner

    JobotWhite Plains, NY, US
    serp_jobs.job_card.full_time
    Trust / Estate Partner | Great opportunity.This Jobot Job is hosted by : Trey Mattson.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary : $185,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    HR and Business Office Partner

    HR and Business Office Partner

    VirtualVocationsBronx, New York, United States
    serp_jobs.job_card.full_time
    A company is looking for an HR and Business Office Partner.Key Responsibilities Manage recruitment processes, including pre-screening candidates and preparing employment documents Coordinate wit...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Partner Manager

    Partner Manager

    VirtualVocationsYonkers, New York, United States
    serp_jobs.job_card.full_time
    A company is looking for a Global Partner Lead.Key Responsibilities Achieve and exceed revenue quotas through partner channels and manage joint sales opportunities Own the relationship with part...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior HR Business Partner

    Senior HR Business Partner

    VirtualVocationsJamaica, New York, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior HR Business Partner (GTM) - Remote US.Key Responsibilities Act as a strategic partner to GTM leadership, aligning people strategies with business objectives Lea...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    UHNW Private Banker - Managing Director

    UHNW Private Banker - Managing Director

    CitigroupNew York, NY, US
    serp_jobs.job_card.full_time
    UHNW Private Banker - Managing Director.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Investment Banker - Sponsors Group - Managing Director

    Investment Banker - Sponsors Group - Managing Director

    JPMorgan Chase & Co.New York, NY, United States
    serp_jobs.job_card.full_time
    Investment Banker - Sponsors Group - Managing Director.Job Category Client Management.Business Unit Commercial & Investment Bank. Posting Date 01 / 31 / 2025, 09 : 30 PM.Locations 383 Madison Ave, New Yor...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Managing Director / Portfolio Manager, Private Asset Investing

    Managing Director / Portfolio Manager, Private Asset Investing

    Robin Judson PartnersNew York, NY, United States
    serp_jobs.job_card.full_time
    Our client is an established multi-strategy investment fund that provides long term capital to qualified investment professionals to build new strategies. They have a history of identifying talent a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Partner in Manufacturing

    Client Partner in Manufacturing

    VirtualVocationsFlushing, New York, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Partner in Manufacturing.Key Responsibilities Develop and maintain client relationships in the manufacturing sector Identify and pursue new business opportuniti...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Managing Director, Investment Banking / / Consumer, Beauty & Wellness Mergers & Acquisitions (M&A)

    Managing Director, Investment Banking / / Consumer, Beauty & Wellness Mergers & Acquisitions (M&A)

    Portage Point PartnersNew York, NY, US
    serp_jobs.job_card.temporary
    Managing Director, Investment Banking / / Consumer, Beauty & Wellness Mergers & Acquisitions (M&A).Portage Point Partners (Portage Point) is a business advisory, interim management and investment ba...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30