direct reports (Client Support Specialists) using the performance management model. Trains new Financial Representatives... necessary knowledge to support effective Agency operations. Supports Financial Representative recruiting processes...
tailored approaches. Maintains updated and compliant marketing materials and supplies to support Financial Reps’ and Agency...
Overview Provide guidance and direction to Financial Representatives and responsible for leading production results... successful agent development for new and existing Financial Representatives. The position will produce Financial Representative...
Overview Provide guidance and direction to Financial Representatives and responsible for leading production results... successful agent development for new and existing Financial Representatives. The position will produce Financial Representative...
Overview Provide guidance and direction to Financial Representatives and responsible for leading production results... successful agent development for new and existing Financial Representatives. The position will produce Financial Representative...
Overview: Produces or modifies computer programs of all sizes and complexity. Solves systems and program problems. Recommends courses of action on new application jobs, while considering the total system spectrum, from source document origi...
Overview Produces or modifies computer programs of all sizes and complexity. Solves systems and program problems. Recommends courses of action on new application jobs, while considering the total system spectrum, from source document orig...
and streamlining data models. (Required) Proven knowledge of the financial services industry. Demonstrated knowledge of BI tools...
Overview: Responsible for delivering advanced sales case design for distributors, supporting and creating various wealth transfer, business succession, and retirement planning sales strategies. Maintain Advanced Markets case design tools,...
support calls from the Client Relationship Center (CRC) and direct customer support to clients and financial representatives... to, personal health information, financial information, and personally identifiable information. Maintains comprehensive knowledge...