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Lead and develop Financial Representatives by coaching sales activities, managing onboarding and training, driving recruiting and retention, and ensuring agency sales scorecard objectives are achieved. Provide strategic direction, oversee prospecting and client acquisition, monitor performance standards, promote sales programs, and report production and recruitment results to agency management. Maintain ethical, professional, and regulatory standards while building relationships with management and community organizations.

Leads Financial Representatives to achieve sales production, customer and agent retention, recruiting, and scorecard objectives. Provides coaching, onboarding, sales training, business planning, prospecting support, and performance management. Partners with agency leadership on recruiting and talent development, reports production and retention metrics, promotes sales programs, and ensures ethical and professional standards. The role requires financial services sales experience, applicable securities and insurance licenses, and access to an automobile.