Description
This role involves guiding Financial Representatives, driving production results, acquiring customers, and retaining agents. It focuses on executing the Agency System, providing expert guidance, developing agents, and implementing effective sales processes like W&S Sales Process and networking strategies. Key responsibilities include managing onboarding, conducting training, advising staff, assisting with recruitment, scheduling appointments, promoting incentives, modeling ethical behavior, reporting progress, fostering relationships, staying updated on market trends, and performing other assigned tasks.
