Financial Planning Manager

We are seeking a dedicated and experienced Financial Planning Manager to join our team. The ideal candidate will have a strong background in life insurance and bancassurance, with a proven track record in agency sales and development. As a Financial Planning Manager, you will be responsible for leading a team of financial advisors, driving sales growth, and ensuring that clients receive the highest level of service and financial guidance.

Key Responsibilities:

• Develop and implement strategic plans to achieve sales targets and expand the agency's market presence.
• Recruit, train, and mentor new financial advisors to build a high-performing sales team.
• Foster strong relationships with clients, providing them with tailored financial solutions and advice.
• Monitor market trends and competitor activities to identify opportunities for growth.
• Collaborate with other departments to enhance service delivery and client satisfaction.
• Conduct regular performance reviews and provide feedback to team members to ensure continuous improvement.

Required Skills:

• Strong knowledge of life insurance products and bancassurance.
• Proven experience in agency sales and development.
• Excellent leadership and team management skills.
• Strong communication and interpersonal skills.
• Ability to analyze financial data and market trends.
• Proficiency in direct sales and channel sales strategies.

If you are a motivated individual with a passion for financial planning and a desire to lead a successful team, we encourage you to apply for this exciting opportunity.