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Leads and develops Financial Representatives by coaching sales performance, managing onboarding and training, driving prospecting and client acquisition, supporting recruiting and retention, and ensuring agency scorecard objectives are met. The role translates agency strategy into production goals, administers sales programs, provides performance reporting, and maintains ethical and professional standards. It requires financial services sales experience, applicable securities and insurance licenses, computer proficiency, and reliable transportation.

Leads and develops Financial Representatives by providing sales coaching, training, onboarding, recruiting support, performance management, and strategic direction. Drives production, customer and agent retention, prospecting, networking, cross-selling, and adherence to agency sales processes. Reports on sales and recruiting results while partnering with agency leadership and support teams.

Leads an agency’s sales and marketing operations, coaching Staff Managers and Financial Representatives, driving sales and client retention, recruiting talent, implementing sales processes, setting production goals, monitoring performance, and ensuring ethical and regulatory standards. Provides operational guidance, reports results to senior management, develops community and client relationships, and maintains industry expertise.

Leads and develops Financial Representatives by coaching sales performance, managing onboarding and training, driving prospecting and client acquisition, supporting recruiting and retention, and ensuring agency scorecard objectives are met. The role translates organizational strategy into production goals, monitors representative performance, coordinates sales programs, provides reporting to agency leadership, and maintains relationships with management and community organizations.

Leads and develops Financial Representatives by coaching sales performance, managing onboarding and training, driving prospecting and customer acquisition, supporting recruiting and retention, and ensuring agency scorecard results. Provides strategic direction, monitors production and performance standards, coordinates sales programs, and maintains relationships with agency leadership and support teams. Requires financial services sales experience, relevant industry licenses, and access to an automobile.

Leads and develops Financial Representatives by coaching sales performance, managing onboarding and training, driving client acquisition and retention, supporting recruiting, and ensuring agency sales processes and scorecard objectives are met. Builds relationships with clients, community groups, management, and support teams while providing production updates, implementing sales programs, and maintaining ethical and professional standards.

Leads an agency’s sales operations, coaching Staff Managers and Financial Representatives, setting production goals, driving prospecting and client retention, recruiting talent, and ensuring sales-process execution. The role develops business plans, provides training and performance guidance, monitors sales and retention metrics, promotes campaigns, maintains ethical standards, and reports results to senior management. It also coordinates with home-office teams and oversees agency operational needs.

Lead and develop Financial Representatives by coaching sales execution, prospecting, recruiting, onboarding, training, and performance management. Drive agency production, customer and agent retention, sales growth, and scorecard results through the company sales process. Partner with management and support teams, provide strategic direction, monitor performance reporting, promote sales programs, and maintain ethical and professional standards.

Leads and develops Financial Representatives by coaching sales execution, overseeing onboarding and training, driving prospecting and production results, supporting recruitment and retention, and ensuring agency scorecard objectives are achieved. Provides strategic direction, monitors performance, builds community and client relationships, coordinates incentive programs, and reports sales and recruiting activity to agency management.

Leads and develops Financial Representatives through coaching, training, recruiting, prospecting, and sales performance management. Executes agency sales processes, drives customer and client retention, translates strategy into production goals, and monitors scorecard results. Partners with management and support teams, manages onboarding and performance standards, promotes sales campaigns, and provides updates on production, recruiting, and retention activities.