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Financial Representative Lead at Name

Location
Wilmington, North Carolina
Type
Full-time
Level
Lead
Posted

Description

This role involves guiding Financial Representatives, driving production, acquiring clients, and retaining agents. It focuses on executing the Agency System, providing expert support for agent development, and achieving sales growth and client retention. Key responsibilities include training, coaching, managing recruitment, scheduling appointments, promoting incentives, modeling ethical behavior, reporting progress, fostering internal relationships, staying updated on market trends, and performing other assigned tasks.

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