In this role, you will be responsible to leads, coaches and executes a proactive client experience within an omnI channel environment. Coaches team to effectively provide solutions and advice to improve client financial well-being. Leads effective problem resolution.
In this role, you will have access to industry leading solutions and a team of dedicated product specialists - all designed to meet the unique life priorities of your clients - things like managing expenses, building wealth, managing debt, buying a home, saving for college or planning for unexpected life events.
In this role, the selected candidate will
assess local market conditions, identifies current and prospective sales opportunities and develops forecasts, financial objectives and business plans for the sales center.
The Center Manager is responsible for managing the overall operations at a mid-volume center, including supervision of team members and the administration of center sales performance, profitability and customer experience objectives.
In this role, you will be responsible for the personnel functions of the Quality Associate(s); including direction, assignment of work, hiring, development and training, disciplinary actions, termination, maintenance of all personnel records, management of work schedule and delegation / follow - up of tasks.