Regional General Manager-1
Core
Lead and grow a high-performing team of Business Management and Servicing Consultants to manage Independent Financial Advisor relationships and drive sales targets for Invest, Insure, and other financial products.
Role type
Regional General Manager (Financial Services)
Builds
Financial services sales and client advisory solutions for Independent Financial Advisors
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
team leadership, sales strategy execution, client relationship management, business portfolio maximization, cross-selling, regulatory compliance, cost monitoring, strategic project execution
Preferred skills
Certified Financial Planning (CFP), Group Risk and Individual Life product expertise, Class of Business training
Technologies
N/A
Responsibilities
Manage existing and onboard new Independent Financial Advisor relationships; achieve Invest, Insure, and other business sales targets; build and motivate a team of Business Management and Servicing Consultants; provide insight into internal product requirements; monitor costs and benefits per channel; comply with legislative and audit governance requirements; translate sales strategies into actionable goals and track progress.
Seniority
Senior, hands-on IC with management oversight