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Financial Representative Leader at Name

Location
Pennsylvania
Type
Full-time
Level
Lead
Posted

Description

This role involves guiding Financial Representatives, driving production, acquiring customers, and retaining agents. Key responsibilities include executing the Agency System, providing expert guidance for agent development, and overseeing the W&S Sales Process, networking, and recruiting strategies. The individual will manage and train Financial Representatives, create business plans, advise on agency strategy, participate in recruitment, and promote incentive programs. They must model ethical behavior, report progress to management, build relationships across the organization, stay informed on market trends, and perform other assigned tasks.

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