Branch Manager

About the CompanyAbout the RoleBranch Manager – Financial Services / Insurance Position Type: Full-Time, Permanent Work Arrangement: On-site, 5 days per week
-Open to candidates willing to relocate
The OpportunityWe are seeking an experienced Branch Manager to lead and develop a team of 10–12 Insurance Advisors within a financial services environment. This individual will be responsible for driving sales performance, coaching and mentoring team members, and ensuring the team consistently achieves business objectives. The ideal candidate will have experience within the financial services or insurance industry, ideally with a background as a Financial Advisor, Insurance Advisor, or in a similar client-facing sales role. This is an excellent opportunity for a sales professional looking to take the next step into leadership or an experienced manager looking to lead a team in a growth-oriented environment.
Responsibilities
Lead, coach, and develop a team of 10–12 Insurance Advisors.
Drive sales performance, productivity, and achievement of individual and team targets.
Provide ongoing coaching, training, mentorship, and performance feedback.
Monitor sales activities, KPIs, and business results to identify opportunities for improvement.
Support advisors with client acquisition, relationship management, and business development strategies.
Foster a positive, results-driven team environment focused on accountability and growth.
Ensure advisors follow applicable industry regulations, compliance requirements, and company policies.
Identify opportunities to improve sales processes, customer experience, and overall team performance.
Conduct regular team meetings and individual performance reviews.
Qualifications
Previous experience within the financial services or insurance industry is required.
Background as a Financial Advisor, Insurance Advisor, or similar sales-focused professional is preferred.
Previous sales leadership, team management, or supervisory experience is an asset.
Strong understanding of insurance, financial products, and client relationship management.
Proven ability to drive sales results, motivate individuals, and develop high-performing teams.
Excellent communication, coaching, leadership, and relationship-building skills.
Strong business development mindset with a focus on achieving sales targets.
Required Skills
Strong understanding of insurance, financial products, and client relationship management.
Proven ability to drive sales results, motivate individuals, and develop high-performing teams.
Excellent communication, coaching, leadership, and relationship-building skills.
Strong business development mindset with a focus on achieving sales targets.
Must be comfortable working on-site, 5 days per week.
Strong sales orientation with a hands-on approach to coaching and team development.
Ability to manage performance, establish accountability, and achieve business objectives.
Preferred Skills
Background as a Financial Advisor, Insurance Advisor, or similar sales-focused professional is preferred.
Previous sales leadership, team management, or supervisory experience is an asset.
One of the following certifications nice to have: Mutual Funds license, LLQP, Insurance license
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