Job Abstract

Planning and Sales Forecasting-Work with Producers to set annual sales goals and book growth objectives for each fiscal year.-Set annual goals for education achievements, networking and COI development.-Utilize CRM (Dynamic Methods) to review producers and overall division sales activity.- Conduct monthly scorecard meetings with all Producers in San Diego and Orange County.- Set objectives and clearly defined performance metrics at 90-day intervals for Client Associates and un-validated Client E... more details

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