Abstract/Major Responsibilities Performed
- Develops a strategic plan to maintain and increase market share based on geographic boundaries and population demographics, Accountable for revenue and market share growth ,accountable for achieving active and potential referral accounts and growth targets, Monitor & Perform the expertise at customer care unit, Manages inventory to ensure levels are met and company assets are monitored and controlled, Makes sure location personnel receives and completes necessary training to perform assigned duties, Assures competencies are completed prior to staff doing tasks independently where required per policy, Interviews and hires staff as needed as approved by senior management with emphasis on recruiting best-qualified candidates, Develops and maintains working knowledge of current products and services offered by the company and all applicable governmental regulations, Runs morning meetings systematically and reviews action items from meetings on a regular basis, Assures monthly update of Active Referral Account reports and semi-annual update of Market Analysis reports, & Job responsibilities consist of 50-70% operations and 30-50% sales.
- Perform responsibility for increasing a branch office's revenues and client base, Developing tactics related to the local competitive situation, Hiring of new financial advisor's or in the dismissal of financial advisor's for under performance or for legal, regulatory or firm policy infractions.
- To provide & assist the following tool's to Sales Advisor's, BDE'S & other Staff.
- Copiers, fax machines, etc..
- Heating, ventilation and air conditioning (HVAC)
- Building maintenance
- Real estate operations
- Mail room operations
- Cashier operations
- Responsible to submit day to day Sales Report's to the further reporting hierarchy, evaluate weakly reports to maintain the performance of employees, Make the financial budgets regarding branch operation's, develop and maintain the distribution & dealer channels, creating inventory stock reports, Create marketing campaigns to boost the sales revenue of distributor and dealers.
- Making top notch customers, Performing duties of promotions & selling of Accounts in different locations Nationwide, Facilitate the targeted customers, Comparing the brand with the competitors, Quick aware about the product or services of their packages features (Training & Internet), Utilizing the best marketing & selling tactics to the customers, Quick analyzing the customer needs & pitched to confirm their demand. Making selling invoices, updating the customers regarding new promotions and features.