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Leads financial representatives to achieve sales, customer acquisition, retention, recruiting, and production goals. Provides coaching, onboarding, training, sales strategy, prospecting guidance, performance management, and business planning. Partners with agency leadership and support teams, administers recruiting activities, promotes sales programs, and reports on production and retention results. Requires financial services sales experience, leadership capability, relevant licenses, and access to an automobile.

Leads and develops Financial Representatives by coaching sales performance, managing onboarding and training, driving customer acquisition and retention, supporting recruiting, and ensuring agency sales processes and scorecard objectives are achieved. Builds relationships with clients, prospects, community groups, and internal stakeholders while providing production updates, strategic direction, and ethical leadership.

Leads and develops Financial Representatives by coaching sales performance, managing onboarding and training, driving recruiting and retention, executing agency sales processes, and achieving production scorecard goals. The role supports prospecting, networking, client acquisition, cross-selling, and business planning while reporting results to agency leadership and maintaining ethical and professional standards.

Leads and develops Financial Representatives by coaching sales execution, prospecting, recruiting, onboarding, training, and retention activities. Drives agency production, client acquisition and retention, cross-selling, performance against scorecard objectives, and adherence to sales processes. Partners with management and support teams, provides strategic direction, monitors representative performance, reports results, and builds relationships with clients, businesses, community groups, and affinity 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, builds community and client relationships, and reports recruitment and sales activity to agency management. Requires financial-services sales experience, relevant securities and insurance licenses, and access to an automobile.

Leads a financial services agency by directing managers and representatives, driving sales and client retention, coaching and training staff, recruiting talent, implementing sales processes, managing performance, and building community and industry relationships. The role develops business plans, establishes production goals, monitors agency results, ensures ethical and regulatory adherence, and reports sales, recruiting, retention, and client acquisition metrics to senior management.

Leads Financial Representatives by coaching, training, recruiting, and driving sales production, customer acquisition, agent retention, and business development. Executes agency sales processes, establishes performance goals, supports onboarding and licensing, monitors scorecard results, coordinates prospecting and networking, and reports production and recruiting activity to agency leadership. Maintains ethical standards and industry relationships while developing profitable sales programs.

Leads and develops Financial Representatives by coaching sales execution, managing onboarding and training, driving customer acquisition and retention, overseeing recruiting, and ensuring agency scorecard performance. Provides strategic direction, conducts field coaching, supports prospecting and networking, promotes sales initiatives, monitors representative performance, and reports production and recruiting results to agency leadership. Requires financial services sales experience, state insurance licensing, FINRA registrations, and a valid driver’s license.

Leads and develops Financial Representatives by coaching sales performance, managing onboarding and training, driving customer acquisition and retention, supporting recruiting, and executing agency sales processes. Translates organizational strategy into production goals, monitors scorecards, promotes sales programs, provides performance reporting, and maintains relationships with management and community organizations. The role also requires ethical leadership, financial-services sales expertise, and compliance with licensing requirements.

Leads and develops Financial Representatives by coaching sales execution, overseeing onboarding and training, driving prospecting and production results, supporting recruiting and retention, and ensuring agency scorecard objectives are met. The role translates agency strategy into representative goals, monitors performance, promotes sales programs, maintains ethical standards, and reports production and recruiting activity to agency management. A valid driver’s license, automobile access, financial services sales experience, and required securities and insurance licenses are required.