Member Service Financial Consultant
Current-Monitor phone calls, conduct side-by-side coaching, and offer real time feedback to the assigned team and programs -Ensure timely completion of training for the team, covering regulatory requirements, compliance, new product knowledge, sales techniques, and ongoing learning -Evaluate team performance to ensure successful attainment of goals, including quality, sales metrics, and service measurements-Effectively address member escalations, focusing on member satisfaction, and evaluating processes and procedures to minimize future challenges