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Leads a financial services agency by coaching managers and representatives, driving sales and client retention, developing business plans, recruiting talent, overseeing training, monitoring performance, and ensuring compliance with agency standards. Builds relationships with clients, businesses, community groups, and affinity organizations while reporting production, recruitment, retention, and acquisition results to senior management. Provides operational guidance and collaborates with home office teams.

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 and develops Financial Representatives to achieve sales, client and agent retention, recruiting, and production goals. Provides coaching, training, onboarding, field support, and strategic direction; administers sales processes, performance standards, recruiting activities, incentive programs, and reporting. Builds relationships with clients, community groups, management, and support teams while ensuring 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.

Leads and develops Financial Representatives by coaching sales performance, managing onboarding and training, driving prospecting and client acquisition, supporting recruiting, and ensuring retention and scorecard results. Provides strategic direction, monitors production metrics, promotes sales programs, maintains industry relationships, and reports agency performance to management.

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.