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Leads Financial Representatives by providing sales guidance, coaching, training, onboarding, recruiting support, and performance management. Drives customer acquisition, sales growth, agent and client retention, prospecting, networking, and execution of agency sales processes. Develops business plans, monitors scorecard objectives, promotes sales initiatives, reports production and recruiting results, and ensures ethical and professional standards.

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 objectives are met. The role provides strategic direction, monitors production and performance standards, coordinates sales programs, promotes ethical conduct, and reports recruitment, sales, and retention results to agency management.

Leads and develops Financial Representatives by coaching sales activities, managing onboarding and training, driving recruiting and retention, setting production goals, and ensuring agency sales processes and performance standards are met. Builds client and community relationships, supports prospecting and networking, monitors scorecard results, provides performance reporting, and partners with agency management and support teams to achieve profitable sales growth.

Leads and develops Financial Representatives by coaching sales activity, managing onboarding and training, driving recruitment and retention, and ensuring agency scorecard performance. The role translates organizational strategy into production goals, supports prospecting and client acquisition, monitors performance, promotes sales programs, and reports on production and recruiting results. It also requires maintaining financial services licenses, ethical standards, market knowledge, and strong relationships with agency and home-office partners.

Lead and develop Financial Representatives by providing sales coaching, training, onboarding, recruitment support, performance management, and strategic direction. Drive production results, customer and agent retention, prospecting, networking, cross-selling, and adherence to agency sales processes. Monitor scorecard objectives, deliver performance updates, promote sales programs, and collaborate with agency management and support teams. Maintain required financial services licenses and professional standards.

Leads and develops Financial Representatives by coaching sales performance, managing onboarding and training, driving customer acquisition and retention, supporting recruiting, and ensuring agency scorecard objectives are achieved. The role translates agency strategy into production goals, conducts field coaching and business planning, monitors representative performance, promotes sales campaigns, and reports on sales, recruitment, and retention results.

Leads an insurance agency by coaching managers and financial representatives, driving sales and client retention, implementing sales processes, recruiting talent, setting production goals, and ensuring ethical and operational standards. Builds community and client relationships, coordinates marketing and networking activities, monitors performance metrics, reports results to senior management, and guides agency operations staff. Requires extensive financial services sales and marketing experience, relevant securities and insurance licenses, and a valid driver’s license.

Leads financial representatives by coaching sales performance, recruiting and onboarding staff, driving customer acquisition and retention, implementing agency sales processes, and achieving production scorecard objectives. Provides training, business planning, prospecting support, performance management, reporting, and strategic direction while maintaining ethical and professional standards. Builds relationships with management, community groups, clients, and prospective customers, and supports local sales campaigns and incentive programs.

Leads Financial Representatives by coaching sales performance, managing onboarding and development, driving customer acquisition and retention, overseeing recruiting, and implementing agency sales processes. Establishes production goals, conducts training and field coaching, monitors performance standards, supports prospecting and networking, promotes sales initiatives, and reports results to agency management. Requires financial services sales experience, leadership capability, relevant licenses, and access to an automobile.

Leads and develops Financial Representatives by providing sales coaching, training, recruitment support, performance management, and strategic direction. Drives customer acquisition, sales growth, client and agent retention, prospecting, networking, and execution of agency sales processes. Reports production and recruitment results to agency leadership while ensuring ethical standards and performance objectives are met.