Description
This role involves guiding Financial Representatives, driving production, acquiring customers, and retaining agents. It ensures effective agency systems 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 through onboarding, training, and performance monitoring, acting as an advisor to translate strategy into production goals, and partnering with management for recruitment. The individual will also engage in networking, promoting incentive programs, modeling ethical behavior, reporting progress, fostering internal relationships, staying informed on market trends, and performing other assigned tasks.
