Job Description

The responsibility of the Director of Development is to manage the process of developing new financial representatives. This involves working with network office leadership to implement training and development strategies and programs. This position can look different in each office. Customize the items below as needed. Primary Responsibilities On-going Training

· Schedule follow-up training for the year.

· Attend/supervise and facilitate modules.

· Design unique modules addressing training needs

· Facilitate debrief meetings with leadership team as well as individual faculty members after modules.

Network Days

· Support scheduled office events with preparation and handling of event.

Activity Coaching/Board of Review

· Strategize, manage, and track office expectations (Blueprint for Success) for your office

· Track activity, production, and commitment to the career for all new FRs.

· Conduct or supervise the activity coaching meetings.

· Ensure that all activity coaches are trained and provide opportunities for their development.

· Manage Weekly Development Team Meeting attended by members of the Leadership Team to give weekly feedback on each new FRs progress, strengths and areas of opportunity.

· Manage the Board of Review process to reflect on each representative's activity, production, and attitude, and hold the representative accountable to expectations.

Weekly and Monthly Client Builders

· Schedule for the year.

· Manage the structure, requirements, and facilitators of the office’s client builders.

· Conduct various weekly and monthly client builders.

Joint Work/Mentoring

· Maintain the joint work list and manage use by the new advisors.

· Manage the mentor pairings and ensure mentors are trained.

· Communicate results to the leadership team.

  Qualifications

· Bachelor’s Degree or equivalent work experience.

· Superior meeting facilitation and presentation skills.

· Experience coaching and providing feedback to peers.

· Aptitude for addressing issues in a proactive and creative manner and lead crucial conversations. using a results-focused approach.

· Effective time management to address multiple priorities at multiple levels.

· Strong analytical skills, detail oriented, and ability to maintain a high degree of confidentiality.

· Superior written and oral communication skills.

· Committed to professional development (e.g., licensing, registration, designations).

Competencies

Balanced Decision Making:

The ability to be objective and to fairly evaluate the different aspects of a situation, and to make an ethical decision that takes into account all aspects and components; the ability to maintain balance between the needs of oneself, others, and the company at the same time.

Concrete Organization:

The ability to understand the immediate, concrete needs of a situation and to establish an effective action plan for meeting those needs.

Developing Others:

The ability to understand the needs, interests, strengths, and weaknesses of others, and to utilize this information for contributing to the growth and development of others.

Initiative:

The ability to direct one’s energies toward the completion of a goal, without an external catalyst; the ability to initiate actions based on one’s own interpretation or understanding of a situation.

Long Range Planning:

The ability to identify long-range goals and design realistic plans to attain them; the ability to take the network office plan and develop strategy to impact the retention of new FRs.

Problem Solving Ability:

The ability to identify alternative solutions to a problem and to select the best option; the ability to identify the system component that is causing the error, as well as the options available for resolving it and completing the task.

Understanding Motivational Needs:

The ability to understand the needs and desires of employees enough that this knowledge may be used to motivate them to succeed; the ability to encourage a self-starting, active pursuit of goals and objectives.

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