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Financial Representative Leader at Name

Location
Findlay, Ohio
Level
Lead
Posted

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 implementing effective sales processes like Networking and Recruiting Strategies. Key responsibilities include managing and developing Financial Representatives, acting as an advisor to translate agency strategy into production goals, partnering with management for recruitment, scheduling appointments for networking, promoting incentive programs, modeling ethical behavior, reporting progress, fostering strong internal relationships, staying updated on market trends, and performing other assigned tasks.

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