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The primary purpose of the Sr. Team Leader - Advisory is to lead voluntary benefits business and product development, while acting as a subject matter expert and overseeing all aspects of the Agency Advisory Support program. This position a) leads presales support b) owns and maintains the practice's marketing process and templates, c) acts as a subject matter expert on sales matters, d) maintains 2-3 large clients, e) drives new revenue by supporting agency producers and account teams with prospect and client meetings, and f) manages the advisory support program/team.
ACCOUNTABILITIES:
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