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The Associate Development Manager supports new agent success through onboarding, training, and operational coordination while preparing for leadership roles.

Lead a remote team of approximately 12 VSC agents, monitoring appointment scheduling, ensuring customer service quality, and collaborating with functional leaders to enhance operational efficiency.

The role involves supporting agents with estate and business planning, designing custom cases, presenting advanced concepts, and creating content for training. Requires extensive experience in advanced market planning and knowledge of life insurance products.

The RIA Senior Specialist provides customer service, handles calls, assists advisers, trains new staff, and resolves operational issues.