• Recruiting Advisor And Leader For Your Team
• Create An Inspiring Team Environment With An Open Communication Culture.
• Set Clear Team Goals.
• Delegate Tasks And Set Deadlines.
• Oversee Day-To-Day Operation.
• Monitor Team Performance And Report On Metrics.
• Motivate Team Members.
• Understanding Clients Financial Needs.
• Determine Clients Expenses | Level Of Income | Insurance Coverage | Financial Objectives And Goals | Tax Status And Risk Tolerance And Answer Clients Questions And Address Concerns.
• Monitoring calls, coaching and feedback, responsibility for delivery of the defined customer experience in every call.
• Recommendations for product and process development based on customer feedback and analysis of the same.
• Motivation, leadership for a team and developing future leaders.