Located in McAllen, TX
Pay: starting at $185k/year
Job Full Description
Position: Director of Financial & Insurance Services
Type: Full-Time | Location: Hidalgo County | Starting at $185k/year
Summary:
Seeking an experienced leader to oversee financial, insurance, wealth management, and investment operations. The role focuses on driving sales, production, and profitability while ensuring strong operational controls and regulatory compliance.
Key Responsibilities:
- Lead and manage wealth management, trust, investments, and insurance units.
- Drive revenue growth, market share, and client retention.
- Develop and train managers and advisors; design compensation and territories to maximize performance.
- Oversee operational controls, compliance, and risk management.
- Collaborate with executive leadership on strategic planning and business development.
- Build and maintain professional relationships to promote financial and insurance services.
Qualifications:
- Bachelor’s degree or equivalent experience in financial planning, sales, or operations.
- 10+ years of commercial banking, wealth management, or business development experience.
- Active Property/Casualty and/or Life/Health insurance license.
- FINRA licenses (Series 24, 51, 6 or 7, 63), current and in good standing.
- Strong leadership, critical thinking, and financial decision-making skills.
- Bilingual (English/Spanish) preferred.
For immediate consideration, please call ext.180 Perla
#McAllen #Professional
McAllen, TX
1670
504 North 10th Street
Suites B1-B5
McAllen, TX 78501
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