- – Achieve sales objectives for individual investment solutions and insurance products.
- – Build and maintain strong relationships with MGAs and brokers in assigned territory.
- – Implement innovative solutions and demonstrate strong problem-solving skills daily.
- – Partner with Product & Engineering leaders to drive high-performance culture.
- – Leverage AI tools and analytics to optimize people processes and insights.
- – Coach leaders on decision-making and performance management aligned with goals.
- – Lead execution of loyalty initiatives to enhance customer retention and experience.
- – Coordinate cross-functional projects, aligning stakeholders on priorities and timelines.
- – Analyze performance data to identify churn drivers and develop data-driven strategies.