Home Office Leader
Any person in an executive management position whose primary responsibility is to lead the corporation’s field leaders and sales force recruiting, training and development programs such as a Chief Agency Officer, Chief Compliance Officer, Chief Distribution Officer, Chief Learning Officer, Chief Marketing Officer, Chief Recruiting Officer, Chief Technology Officer, Chief Training Officer or Chief Underwriting Officer.
Any person whose primary responsibility is to provide strategic leadership and operational management of a financial services firm or agency, such as an Agency Director, Agency/Branch/Unit Manager, Agency Office Manager, General Agent, Managing Partner or Office of Supervisory Jurisdiction.
Any person whose primary responsibility is to recruit, select, train, supervise, or coach financial services advisors, such as an Agency/Firm Owner, Agent Supervisor, Managing Director or Sales Manager.
Any noncommissioned specialist who plays a critical role in field leadership teams, such as a Compliance Officer, Equity Specialist, Marketing Director, Recruiter, Sales Support Specialists or Trainers.