Overview. Provide guidance and direction to Staff Managers and associates of the Agency. The Agency Manager is responsible for ensuring the "Agency System" is executed effectively within his/her Agency to ensure the achievement of Agency objectives. The position is responsible for delivering business results and providing functional and technical expertise on Agency sales processes while serving as the chief marketing officer within the market. T...
Overview. Plans, organizes and directs workflow and monitors activities to support the overall success of offices within the assigned Agency. Assists Agency Operations & Support (AOS) management in ensuring efficient, timely and accurate processing of transactions that meet established standards and promotes exceptional service to internal and external customers. Conducts compliance and quality control audits and provides management with timely f...
Overview. Provide guidance and direction to Financial Representatives and responsible for leading production results, customer acquisition and agent retention. Ensure the "Agency System" is executed effectively to ensure the achievement of staff scorecard objectives. Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. T...
Overview. Plans, organizes and directs workflow and monitors activities to support the overall success of offices within the assigned Agency. Assists Agency Operations & Support (AOS) management in ensuring efficient, timely and accurate processing of transactions that meet established standards and promotes exceptional service to internal and external customers. Conducts compliance and quality control audits and provides management with timely f...
Overview. Provide guidance and direction to Financial Representatives and responsible for leading production results, customer acquisition and agent retention. Ensure the "Agency System" is executed effectively to ensure the achievement of staff scorecard objectives. Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. T...
Overview. Provide guidance and direction to Financial Representatives and responsible for leading production results, customer acquisition and agent retention. Ensure the "Agency System" is executed effectively to ensure the achievement of staff scorecard objectives. Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. T...
Overview. Provide guidance and direction to Financial Representatives and responsible for leading production results, customer acquisition and agent retention. Ensure the "Agency System" is executed effectively to ensure the achievement of staff scorecard objectives. Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. T...
Overview. Provide guidance and direction to Financial Representatives and responsible for leading production results, customer acquisition and agent retention. Ensure the "Agency System" is executed effectively to ensure the achievement of staff scorecard objectives. Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. T...
Overview. Provide guidance and direction to Financial Representatives and responsible for leading production results, customer acquisition and agent retention. Ensure the "Agency System" is executed effectively to ensure the achievement of staff scorecard objectives. Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. T...
Organization : Name. GREATER RALEIGH AGENCY NC. Location : City. CARY. Overview. Provide guidance and direction to Financial Representatives and responsible for leading production results, customer acquisition and agent retention. Ensure the "Agency System" is executed effectively to ensure the achievement of staff scorecard objectives. Responsibilities will also include providing functional and technical expertise to associates to ensure success...
Organization : Name. CHICAGO NORTH SHORE IL. Default: Location : City. BUFFALO GROVE. Overview. The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation. analyzing needs. and recommending and selling the corresponding financial solutions. A Financial Representative must educate their clients, assess their clients' needs, and sell financi...
Organization : Name. MINNESOTA MN. Location : City. EDEN PRAIRIE. Overview. Provide guidance and direction to Financial Representatives and responsible for leading production results, customer acquisition and agent retention. Ensure the "Agency System" is executed effectively to ensure the achievement of staff scorecard objectives. Responsibilities will also include providing functional and technical expertise to associates to ensure successful a...
