Financial Services Manager (Investment & Insurance)

This role is designed for experienced advisors or sales professionals ready to take on leadership,mentorship, and business-building responsibilities, while continuing to maintain a personal advisory portfolio.

This role is ideal for:

• Advisors with 3–5 years experience in insurance or investment sales
• High-performing sales professionals seeking structured leadership pathways
• Career switchers with proven team management experience

Key Responsibilities

• Manage, recruit and mentor a team of Financial Consultants
• Drive team productivity, professionalism, and compliance standards
• Conduct coaching sessions, case discussions, and performance reviews
• Support recruitment, onboarding, and development of new advisors
• Maintain own client portfolio and advisory responsibilities
• Ensure adherence to governance, risk management, and regulatory standards

What We Are Looking For

• Proven sales performance and client management track record
• Strong leadership, coaching, and people-development skills
• High integrity with strong governance mindset
• Able to balance personal production and team development
• Determined, resilient, and growth-oriented

Remuneration & Career Progression

• Competitive managerial commissions and overrides
• Performance-based incentives
• Potential earnings: 200%–400% of past 3-year income, subject to performance