Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that
Essential Duties and Responsibilities: - Conduct Monthly 1x1 meetings with staff and evaluate employee performance and make recommendations on employee Bonus and Merit incentives. - Identify and set monthly individual/team goals. - Develop Quality Checklist, based