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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.
Responsibilities:Educational Requirements
Computer Skills and Knowledge of Hardware & Software Required
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
Position Demands
Full Time
$80k-106k (estimate)
09/14/2024
09/30/2024
ceoalicewoo.com
Tucson, AZ
<25
The following is the career advancement route for Staff Manager positions, which can be used as a reference in future career path planning. As a Staff Manager, it can be promoted into senior positions as a Workforce Analytics Senior Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Staff Manager. You can explore the career advancement for a Staff Manager below and select your interested title to get hiring information.