Join MDRT Global Services


Interested in becoming a member of the MDRT Global Services’ pilot program and engaging through innovative leadership growth opportunities?

MDRT Global Services – Home Office and Field Leader Definitions

MDRT Global Services is being developed specifically for individuals whose primary responsibilities fall within the Home Office Leader and Field Leader descriptions below. Before joining, take a moment to review to ensure MDRT Global Services is the right fit, and we can provide the most value to you.

Home Office Leader

  • Any person in an executive management position whose primary responsibility is to lead the corporation’s field leaders and sales force recruiting, training and development programs such as a Chief Agency Officer, Chief Compliance Officer, Chief Distribution Officer, Chief Learning Officer, Chief Marketing Officer, Chief Recruiting Officer, Chief Technology Officer, Chief Training Officer or Chief Underwriting Officer.

Field Leader

  • Any person whose primary responsibility is to provide strategic leadership and operational management of a financial services firm or agency, such as an Agency Director, Agency/Branch/Unit Manager, Agency Office Manager, General Agent, Managing Partner or Office of Supervisory Jurisdiction.

  • Any person whose primary responsibility is to recruit, select, train, supervise, or coach financial services advisors, such as an Agency/Firm Owner, Agent Supervisor, Managing Director or Sales Manager.

  • Any noncommissioned specialist who plays a critical role in field leadership teams, such as a Compliance Officer, Equity Specialist, Marketing Director, Recruiter, Sales Support Specialists or Trainers.