Description
This role involves guiding Financial Representatives, driving production results, acquiring customers, and retaining agents. It ensures effective agency system execution, provides expert support for agent development, and focuses on producing retention, sales growth, client retention, and comprehensive training in the W&S Sales Process. Key responsibilities include managing and developing Financial Representatives, acting as an advisor, partnering with management for recruitment, scheduling appointments for networking, promoting incentive programs, modeling ethical behavior, reporting progress, fostering strong relationships, staying updated on market trends, and performing other assigned tasks.
