Description
This role involves guiding Financial Representatives, driving production, acquiring customers, and retaining agents. It focuses on executing the Agency System, providing expert support for agent development, and achieving sales growth, client retention, and effective training in the W&S Sales Process. Key responsibilities include managing and developing Financial Representatives, advising on strategic direction, assisting with recruitment, scheduling appointments for networking, promoting incentive programs, modeling ethical behavior, reporting progress, fostering internal relationships, staying updated on market trends, and performing other assigned tasks.
