Job Description
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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Ready to Apply?
Don't miss this opportunity! Apply now and join our team.
Job Details
Posted Date:
March 6, 2026
Job Type:
Business
Location:
Canada
Company:
Hunter Mercantile
Ready to Apply?
Don't miss this opportunity! Apply now and join our team.