District Manager
Role Overview
The District Manager leads district growth and productivity through advisor recruitment, coaching, development, business results, and client experience.
The role reports to the Regional Vice President and collaborates with regional leadership. The Business Development Consultant and Business Development Partners report to the District Manager.
Key Skills for This Role
Full Job Posting
Role objective
The District Manager leads district growth and productivity through advisor recruitment, coaching, development, business results, and client experience.
The role reports to the Regional Vice President and collaborates with regional leadership. The Business Development Consultant and Business Development Partners report to the District Manager.
District leadership and growth
- Develop and execute recruiting and sales-growth plans and source advisor candidates through community contacts and referrals.
- Lead, coach, recruit, and develop district staff, including training, staffing, and performance management.
- Develop annual business plans, cascade targets, monitor results, and adjust activities to meet objectives.
- Grow revenue and the client base while improving advisor productivity, proficiency, and efficiency.
Advisor, operations, and compliance
- Support advisor coaching, lead business-process changes, and plan annual advisor training.
- Ensure advisors follow required product, suitability, administrative, regulatory, and Sun Life processes.
- Oversee assigned financial-centre operations, expenses, and operational effectiveness.
- Promote continuous improvement and a positive district culture through events, recognition, and meetings.
Required skills
- Business acumen, deep insurance and wealth product knowledge, and understanding of the market and industry.
- Strong sales and business-development skills and ability to influence people across the organization.
- Expert knowledge of applicable regulatory, oversight, and compliance requirements.
- Problem-solving, analytical, and decision-making skills, including the ability to build consensus.
- Coaching and performance-management skills.
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