Managing Director - Financial Advisor

Company: Stone Press Financial Group
Location: Charlotte
Posted on: February 18, 2026

Job Description:

Job Description Job Description The Managing Director’s primary responsibility will be growing Stone Press Financial Group’s Career Distribution, with an emphasis on selling life insurance, both personally and by recruiting and training new Personally Producing Agents. As the Managing Director, you'll spearhead our Career Distribution, emphasizing life insurance sales. You'll promote our financial products and services, recruit and mentor agents, and collaborate with others to hit sales targets. With a strong sales background and leadership skills, you'll play a key role in our growth and reputation. If you're results-driven with a knack for mentoring, let's connect. Key Responsibilities: Promotes and sells National Life Group’s proprietary Life and Annuity products • The mindset of a capitalist and the heart of an altruist. • Works with General Agent to recruit, train, and develop producers to market and sell National Life products within an assigned territory or region. • Builds a unit of agents who validate their career contracts. • Retains agents and helps them grow their businesses promoting joint work. • Functions as a resource in the office for basic training and advanced sales support. • Works with agency staff to manage new business pending pipeline. • Advocates for producers and acts as liaison with field office and home office. • Develops, maintains and executes annual business plan in conjunction with General Agent and Home Office staff. • Meets or exceeds sales objectives within assigned territory. • Ensures field office and National Life's reputation for integrity and professionalism in the business community. Requirements : Successful life and annuity sales experience is required. • Proven history of success in achieving a high level of sales. • Ability to train, coach, and motivate others to achieve results. • Progressively increasing levels of knowledge and skill as well as responsibility for field development and management. • Enthusiastic, high energy, and positive attitude. • Highly organized, performance-driven, results-focused, and self-starter. • FINRA Series 7 registration required or required to be obtained within 6 months of hire date. FINRA Series 24 is preferred. • Excellent relationship-building skills. • CLU and/or ChFC preferred. • Acts ethically and with integrity. Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 1515 Mockingbird Lane, Suite 800, Charlotte, NC 28209, (704) 554-6404. Stone Press Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC138878(0124) Powered by JazzHR SXbsFOgvLk

Keywords: Stone Press Financial Group, Huntersville , Managing Director - Financial Advisor, Sales , Charlotte, North Carolina