Envision Financial
Tru Cooperative Regional Manager Opening
Job Description
Step into the role of Regional Manager, Planning & Advice with Tru Cooperative. Focus on coaching financial planners to enhance service quality, business growth, and compliance in financial advice.
In this leadership capacity, you will provide vital direction to the Financial Planner team, overseeing their development and ensuring a robust sales culture. Your role includes managing risk, implementing business initiatives, and driving collaboration with internal partners. You will be responsible for delivering comprehensive financial advice across various aspects including investment and protection for members.
Key Responsibilities:
• Direct coaching and mentorship for financial Planner team
• Develop annual business plans according to strategic goals
• Manage relationships with stakeholders to promote growth
• Lead efficient risk management practices within service delivery
• Oversee budget and performance metrics for Planning & Advice
Requirements:
• Bachelo...
In this leadership capacity, you will provide vital direction to the Financial Planner team, overseeing their development and ensuring a robust sales culture. Your role includes managing risk, implementing business initiatives, and driving collaboration with internal partners. You will be responsible for delivering comprehensive financial advice across various aspects including investment and protection for members.
Key Responsibilities:
• Direct coaching and mentorship for financial Planner team
• Develop annual business plans according to strategic goals
• Manage relationships with stakeholders to promote growth
• Lead efficient risk management practices within service delivery
• Oversee budget and performance metrics for Planning & Advice
Requirements:
• Bachelo...