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Financial Representative Lead at Name

Location
Cranberry Township, Pennsylvania
Type
Full-time
Level
Lead
Posted

Description

This role involves guiding and directing Financial Representatives, driving production results, acquiring customers, and retaining agents. It focuses on executing the "Agency System" to achieve staff objectives, providing expert guidance for agent development, and producing financial representative retention, sales growth, client retention, and comprehensive training in the W&S Sales Process. Additionally, it includes networking and recruiting strategies.

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