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Financial Representative Leader at Name

Location
Oakbrook Terrace, Illinois
Type
Full-time
Level
Lead
Posted

Description

This role involves guiding Financial Representatives, driving production results, acquiring customers, and retaining agents. It ensures effective agency systems execution, provides expert guidance for agent development, and focuses on producing financial representative retention, sales growth, client retention, and thorough training in the W&S Sales Process. Networking and recruiting strategies are also integral parts of the responsibilities.

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