Team Lead, Investment Representative

Team Leadership:

• Lead a team of registered agents, providing ongoing feedback and performance reviews.
• Coach and develop Investment Representatives to enhance their skills and capabilities.
• Ensure effective performance management within the team.

Client Experience:

• Handle client questions and oversee risk and compliance requirements.
• Manage team escalations and client complaints, analyzing root causes and implementing corrective actions.
• Work with product teams to modify and enhance product specifications to meet client demand.

Operational Improvement:

• Identify operational improvements to boost productivity and efficiency.
• Grow team expertise to align with business objectives.
• Embrace technology to reshape financial services.