Summary
Description
Company Description: The Master Plan Financial is a growing financial services organization dedicated to helping individuals and families build stable, long-term financial security. The company focuses on personalized strategies, education, and guidance to help clients reach their financial goals. Team members are encouraged to develop professionally, collaborate, and contribute to an inclusive, high-integrity culture. The Master Plan Financial values entrepreneurship, mentorship, and community impact, offering opportunities to build and lead teams within a supportive environment.
Role Description: The Agency Builder/Team Leader will recruit, develop, and mentor a team of financial professionals while supporting business growth initiatives. Day-to-day tasks include identifying and onboarding new team members, providing coaching and training, monitoring performance metrics, and fostering a collaborative and compliant work environment. The role will also involve coordinating client outreach activities, supporting marketing efforts, and aligning team operations with company standards and goals. This is a part-time, hybrid role based in Denver, CO, with a mix of in-office collaboration and work-from-home flexibility.
Qualifications
- Strong leadership and team-building abilities, including experience coaching, mentoring, or supervising others.
- Solid communication and interpersonal skills, with the ability to present ideas clearly and build trust with diverse team members and clients.
- Organizational and planning skills for managing recruiting activities, training schedules, and performance tracking.
- Basic knowledge of financial services, insurance, or investment concepts, or a strong interest in learning the industry.
- Comfort with using digital tools and platforms for remote collaboration, documentation, and client/team communication.
- Proven integrity, professionalism, and adherence to ethical and regulatory standards.
- Ability to work part-time in a hybrid arrangement in Denver, CO, balancing in-person meetings and remote responsibilities.
- Prior experience in sales, agency building, or business development is beneficial; relevant licenses or willingness to obtain them is a plus.
