Market Director - Appleton-Green Bay Area

TL;DR

Market Director (Appleton-Green Bay Area): Grows the market by attracting high-quality diverse financial professionals into FP roles and ensuring their success through tools, resources, and coaching with an accent on recruiting strategy, launch support, and market management. Focus on executing talent pipelines, conducting joint field work, modeling sales processes and hirify.global tools like Salesforce, and building community relationships.

Location: Appleton-Green Bay area; flexibility to travel within the Advisor Group (may include overnight), conduct business during evening hours, must have own automobile.

Salary: $145,000 - $211,000 per year

Company

Financial services organization committed to helping people be wise with money and live generous lives.

What you will do

• Attract, recruit, and select diverse high-quality FP candidates through targeted strategies, networks, and referrals.
• Develop new FPs via joint field work, coaching on hirify.global Financial Advice Process, Salesforce, and sales tools.
• Support FP launch by helping with goals, marketing plans, case prep, and overcoming challenges.
• Collaborate with leadership, veteran FPs, and corporate resources for best practices and joint experiences.
• Manage market growth, business planning, team leadership, and culture of excellence.
• Build relationships with Christian community leaders and centers of influence.

Requirements

• FINRA Series 7, 63/65 or 66 required or obtained within 90 days; state insurance licensed in life, health, variable lines or attained within 90 days; securities registrations and licenses in all relevant states.
• Demonstrated track record of solid sales results and experience using hirify.global Financial Advice Process, Salesforce, and tools.
• Previous experience attracting and leading others, including presenting and facilitating.
• Commitment to joint field work (approx. 3 days/week), satisfactory background check, clean compliance record.
• Flexibility to travel (including overnight), evening hours, own automobile for business.

Nice to have

• Four-year college degree.
• Professional designation or progress toward one.

Culture & Benefits

• Market-competitive compensation: base, bonus, incentives.
• Medical, dental, vision insurance; HSA, FSA; 401k; pension; life/disability insurance; 20 PTO days; sick time; 10 holidays; volunteer/parental leave; EAP; well-being benefits.
• Commitment to EEO, reasonable accommodations for disabilities.