Translate Company Vision & Mission into Action:

Break down AVP, AMD directives into regional goals by week/month: APE, active advisor count, new recruits.

Cascade these goals to Managers via monthly business planning meetings.

Lead Quarterly Territory Reviews:

Organize and chair Territory Business Review (TBR) meetings with 7 Managers.

Present each Manager’s actual vs. target performance (APE, Activation, EHC, Dropout).

Use Smart Agency dashboards to pinpoint weak zones and deploy correction plans.

Drive Campaign Implementation:

Assign Champion Hubb/AVP campaigns to specific Managers with timelines and KPIs.

Monitor local campaign execution (. AVP presentation, brand videos, agent storytelling).

Ensure that client experience and branding activities are embedded in team meetings.

Frontline Business Quality Control:

Ensure all sales activitie...