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. The position will produce Financial Representative retention, sales growth, client retention, and thorough training and implementation of the W&S Sales Process, networking and recruiting strategies.
Computer Skills and Knowledge of Hardware & Software Required
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)