Organizes and facilitates meetings with brokers/consultants.
December 25, 2022
Tracks territory sales measurements towards attainment of sales/service goals and overall growth of territory.
March 07, 2023
Maintains knowledge on current and emerging developments / trends, assess the impact, and collaborates with senior management to incorporate new trends and developments in current and future strategies.
March 11, 2023
Provides leadership to identify, develop, and maintain effective, mutually beneficial relationships and alliances with key partners, brokers, and consultants.
March 19, 2023
Develops and executes strategy with brokers/consultants to facilitate a continuous stream of opportunities aligned to business strategy.
March 24, 2023
Leads development and delivers presentations such as trainings and marketing/sales materials for broker/consultant events, forums, and continuing education seminars.
April 03, 2023
Complete compliance audits and effectively communicate results and next steps in person and in writing.
April 25, 2023
Monitors territory client activity to spot trends, issues and opportunities.
May 01, 2023
Represents Lincoln at conferences, sales & marketing tradeshows.
May 18, 2023
Works with manager to develop territory plan and monitors.
May 18, 2023