At Lifetime, we are dedicated to helping clients achieve greater financial certainty through every stage of life. From first jobs to retirement, we provide holistic financial advice, covering everything from insurance and investments to mortgages and planning. We are relationship-driven, offering personalised service focused on building lifelong partnerships.
About the Role
In line with Lifetime's vision of creating greater financial certainty for our clients, this exciting and newly created role will be pivotal in driving the performance and productivity of our South Island advice team.
Reporting directly to the CEO, you will work hands-on to develop performance metrics, analyse team data, and lead initiatives that enhance operational efficiency. In this role, you will contribute directly to Lifetime's success by establishing clear performance standards, coaching team members, and collaborating closely with senior leaders. You will be the go-to for team productivity, performance analysis, and improvement strategies in the South Island.
This role can be located in any of the main cities in the South Island.
Key Responsibilities Include :
Develop, implement, and track performance plans and KPIs for the Regional Advice team.
Regularly review and update performance standards to align with best practices and business goals.
Collect and interpret data to identify strengths and improvement areas, reporting insights to senior management.
Implement initiatives to improve team efficiency and productivity, addressing performance issues promptly and effectively.
Provide coaching and collaborate with Lifetime's Academy Team to support professional growth and development.
Ensure compliance with regulatory standards and mitigate performance-related risks.
Skills & Experience
To excel as a Regional Manager at Lifetime, you should have:
Strong analytical skills with the ability to interpret data and make informed decisions.
Proven leadership and team management experience, with at least 5 years in performance management (preferably within financial services).
Effective communication skills to engage and inspire your team.
A proactive, solutions-oriented approach to problem-solving and attention to detail.
Familiarity with performance management tools and software.
Why Join Us?
At Lifetime, you'll be more than a manager; you'll be part of a team passionate about making a meaningful difference in people's lives through sound financial advice. If you're driven by values like integrity, teamwork, and continuous improvement, and you're ready to make an impact, we'd love to hear from you.
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