Drives performance targets to completion.
October 31, 2022
Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
December 31, 2022
Offer follow-up information, conduct timely thank you calls, prepare portfolio reviews and proposals, and provide marketing material required to complete sales.
January 28, 2023
Develops and maintains a strong understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities for his/her assigned area(s) of responsibility.
February 22, 2023
Understanding of how annuity products fit within the overall retirement planning landscape preferred.
March 11, 2023
Provides insurance quotes and case design to financial advisors and their clients for life insurance, disability income and asset based long term care.
March 22, 2023
Collaborates with internal stakeholders on proposals and distribution of relevant marketing materials for his/her assigned area(s) of responsibility.
April 01, 2023