Senior Regional Director
Current• RBC Insurance Conference attendee winner 2015, 2016, 2019, 2020• Coach team members to establish Trusted Advisor relationships and ensuring all employees hold themselves to the highest standards of ethics, integrity, and delivery of a differentiated client experience• Reinforce a client first culture, actively coaching each team member in delivering a superior client experience. This includes infield coaching and modeling key behaviors of top performers• Drive market sales plan results, adjusting team sales and client activities to achieve/exceed overall team plan• Minimize wastage against sales channel and organizational sales goals. The target wastage rate is 30% or less. Ensure effective use of technology and planning tools with all clients, ensuring relationship strategies are in place and documented• Manage full-time employees and controllable expenses to plan