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.

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