Develop and execute strategic business plans that drive sales growth, market expansion, and retention within assigned firms.
Build and maintain strong relationships with senior leaders and key decision makers across wire and bank channels to support high client satisfaction and long-term partnership.
Serve as a subject matter expert on LFG products, services, and operational processes while providing consultative guidance to internal and external stakeholders.
Lead complex client relationship strategies that address service needs, resolve escalated issues, and support overall profitability and product breadth growth.
Identify at risk clients and implement retention strategies that strengthen engagement and protect existing business.
Profile assigned territories to identify opportunities, cultivate new relationships, and introduce the appropriate LFG resources to expand market pr...
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