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Financial Representative Lead at Name

Location
Baton Rouge, Louisiana
Type
Full-time
Level
Lead
Posted

Description

This role involves guiding Financial Representatives, driving production results, acquiring customers, and retaining agents. It ensures effective execution of the "Agency System" to achieve staff objectives, provides functional and technical expertise for agent development, and focuses on producing retention, sales growth, client retention, and comprehensive training in the W&S Sales Process, networking, and recruiting strategies.

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