Protection Planning Manager

Team Leader Client Strategy & Protection Planning We are seeking an experienced and purpose-driven leader to guide and grow a high-performing team focused on long-term client security and strategic planning. This role is ideal for someone with a strong vision, a passion for mentoring others, and a commitment to building trust-based relationships with both clients and team members. Role Overview: As a leader in our organization, you'll oversee a team of client-facing professionals who help individuals and families prepare for life's uncertainties. You'll coach, develop, and support your team in delivering tailored planning solutions that align with client goals and long-term financial well-being. Key Responsibilities: Recruit, train, and lead a team of advisors focused on client protection strategies Set clear goals, monitor performance, and implement development plans to drive results Foster a client-first culture rooted in trust, ethics, and long-term relationships Stay informed on industry developments and equip your team with relevant knowledge and tools Collaborate with senior leadership to shape and execute regional growth initiatives Ideal Candidate Profile: Proven experience in team leadership, sales, or client advisory roles Exceptional communication, coaching, and interpersonal skills Strong analytical thinking and strategic planning abilities Demonstrated integrity and a passion for guiding others toward success A proactive and adaptable mindset with a long-term vision What We Offer: Leadership opportunity with the autonomy to build and shape your team A mission-driven organization with a strong reputation for client service Ongoing professional development, tools, and resources to support growth A collaborative environment that values initiative, accountability, and results If you're ready to lead with purpose and help others succeed while making a lasting impact, we invite you to take the next step with us.