District Manager
Core
Lead the growth and productivity of a District by recruiting top talent, coaching and developing advisors and the District Leadership team, while generating business results and ensuring the overall Client experience.
Role type
Senior IC District Manager (Financial Services)
Builds
Sales growth, financial results, productivity, and Client engagement for Wealth and Insurance products
Domain
Financial Services (Insurance and Wealth Management)
Required skills
Business acumen, deep product knowledge (insurance and wealth), strong sales and business development skills, expert knowledge of regulatory and compliance requirements, coaching and performance management skills, business planning and target setting
Preferred skills
Professional financial services designation, previous experience in an advisor role, previous people leadership experience
Technologies
None stated
Responsibilities
Develop and execute District recruiting and sales power growth plans; Source new and experienced candidates for advisor roles; Lead, coach, and develop the District team (BDCs and BDPs); Work with Regional Vice President to develop and execute annual holistic business plans; Monitor achievement of business targets and adjust activities; Identify growth opportunities and implement tactics to grow revenue and Client base; Lead adoption of new business process changes; Support BDCs and BDPs in advisor coaching; Develop and plan annual training schedules for advisors; Oversee day-to-day operations of assigned Financial Centre(s); Manage expenses and operational effectiveness
Seniority
Senior, hands-on IC