Manager Financial Planning

Overview

What is the opportunity? As a Sales Manager, Financial Planning you will lead a team of high performing, highly motivated Financial Planners in the Northern Lakes Market; delivering growth through sales and market leadership, while leveraging diversity and representation in the local marketplace.

What will you do?

• Build an effective and adaptable team focused on building valuable relationships, providing a differentiated experience and advice capabilities.
• Champion sales management practices and lead in the implementation of strategic initiatives.
• Deliver growth through sales and market leadership, implementation of strategic direction and representation in the local marketplace
• Work in partnership with Regional Sales teams to implement strategies, processes and disciplines to ensure a high level of financial advice and relationship management for clients with sophisticated financial needs
• Enhances employe...