Merrill Registered Team Manager - Premium
Tasks
- Coach investment consultants
- Conduct monthly performance reviews
- Deliver product and sales training
- Drive client deepening and retention
- Ensure schedule adherence
- Hire and train new personnel
- Identify data metrics and key performance indicators
- Implement training plans for relationship management and sales execution
- Lead process improvements to workflow
- Manage call campaign execution
- Manage risk and minimize exposure
- Monitor call levels and trends
- Provide constructive feedback
- Recruit, onboard, and develop talent
- Resolve escalated client issues
- Supervise day to day team activities
Perks/Benefits
- N/A
Skills/Tech-stack
Account Management | Call Campaign Management | Campaign Management | Client Experience | Decision Making | Performance Management | Process Improvement | Recruiting | Relationship building | Risk Management | Sales Performance Management | Sales performance | Strategic Thinking | Talent Development | Workforce Planning
Education
N/A
Roles
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