General Manager

General Manager (Life Insurance Financial Planning Practice)

The Role in Brief

We are seeking a high-caliber General Manager to lead the operations of our successful Life Insurance Financial Planning Practice. This is a critical leadership hire for a professional who thrives on precision, systems architecture, and team development. You will be the \"right hand\" to our senior advisors, ensuring the firm runs like a well-oiled machine.

Top 5 \"Must-Haves\"

• 10+ Years Experience: Proven track record in a high-level operational or GM role.
• Life Insurance Expertise: You must speak the language of the industry—no exceptions.
• Systems Architect: Ability to build, audit, and enforce workflows that prevent errors.
• Leadership & Delegation: Expert at managing admin staff and guiding junior advisors.
• In-Office Presence: This is a hands-on leadership role based in our (City) office.

Key Responsibilities

• Business Operations: Full oversight of the practice's daily functions, ensuring 100% accuracy in high-stakes insurance processing.
• Workflow Optimization: Continuously improving our tech stack and internal systems to handle increasing volume.
• Team Management: Actively delegating tasks to administrative and junior staff, ensuring everyone is working at their highest capacity.
• Compliance & Quality Control: Maintaining a rigorous \"zero-defect\" standard for all client files and regulatory requirements.
• HR Oversight (Asset): Managing internal personnel, from hiring and onboarding to performance reviews.

Is This You?

You are a disciplined professional who finds satisfaction in a perfectly organized CRM. You are comfortable holding a team accountable and have the maturity to manage complex schedules and high-net-worth client expectations. You aren't just looking for a job; you’re looking to lead a practice.