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– Front office support and reception
– Assists with Faxing and Scanning of documents
– Oversees meeting/seminars/scheduled events etc.
– Coordinates assembly of materials needed for events
– Monitors all equipment and materials going to Agents
– Commission reconciliation questions – send email with reconciliation form request
– New Group Sales – all questions/assistance/in field training with NEW Group sales
– NO Referrals assistance – reach out to Rogers Benefit Group
– Business Development ideas
– Financial issues – not related to Commissions
– Escalation of Issues not being taken care of in a timely matter
– Advice on any Marketing Events and Community Outreach
– Content of Email, Mail and Text campaign
– Coordinates all Social Media activity
– Initial venture in to outside/inside Sales – one-on-one and classroom training
– In Field Support – need a colleague to join you on a Sales call to teach/support your activity
– Available for questions on most situations that may arise with a Sale of any product.