Rollheiser & Associates - Executive Search

Current Exclusive Engagements

(Openings are updated frequently, so check back often!)

Review Current Search Requirements Below

If your aspirations and qualifications are a match for the specific industry and expertise requirements listed below, please feel free to contact us according to the specified instructions. Your experience will be reviewed immediately. Qualified candidates will be contacted with specific details and insights to determine the level of mutual interest. Regardless of the outcome of this discussion, your information will be retained for future search consideration. All information will be considered confidential.

Industry: Wealth Management, Asset Management, Financial Services, Financial Advisor, Financial Analysis, Insurance, Broker/Dealer, Securities, Annuities.

Client: Our client is a leader in the financial services industry and provides expertise, guidance and assistance in determining the most productive and secure combination of products and tools to achieve their customer’s goals and dreams. The products offered are diverse and capable of satisfying even the most sophisticated combination of requirements. An overview of the products and services available include financial planning, annuities, investment certificates, IRAs and retirement plans, life and disability insurance, money market accounts, mutual funds, securities and brokerage services, to list a few.

Position: Developing long term relationships by providing professional, creative and highly successful financial advice and services allowing clients to achieve continuing financial independence and security now and in the future.

Responsibilities/Requirements: The experience and ability to identify and engage client’s in need of financial advice and assistance. Discussing their immediate and long term needs and dreams. Developing and recommending a unique financial plan of action to satisfy their desired goals within the framework of agreed upon risk/reward tolerance. Recommend and provide the specific products necessary to achieve these goals. Provide ongoing review and maintenance to keep the plan and products current with changing needs and desires. Preferred Credentials: CLU, ChFC, MSFS, CFP, LUTC, MDRT
Candidates not satisfying the stated requirements but possessing a record of successful marketing and sales experience in combination with the interest and aptitude to learn may be considered.

Compensation:

Experienced Producer Production Bonus – No Cap:

There is No Cap on the Production Driven Override

Retention Incentive:

An aggressive bonus paid on qualifying FYC’s

Validation & Eligibility:

MDRT qualification or equivalent level of production

Experience the next level, You have Earned it

Industry: Business Ownership, Consultation, Counseling, Goal & Direction Setting across Industries

Client: An innovator with an international presence providing entrepreneurs the opportunity to own and operate their own business while helping others experience the success they expected when they began their venture.

Profile: An experienced professional with the desire to own and operate their own business while appreciating the value of a template for success with the support of international expertise and experience. Someone with the attitude, confidence and financial security to embrace the thrill of starting your own business. Someone who is hungry for a challenge, enjoys managing their own work day, has the self-confidence to guide others, and enjoys the benefits of success.

Preferred Credentials: A breadth of Industry and/or Management experience.

Explore your future