expectations. Ensures the Operations team meets Service Level Agreements (SLA), Key Performance Indicators (KPI)
orientated; • Strong problem-solving skills; • High levels of conscientiousness; • Resilience and emotional
orientated; • Strong problem-solving skills; • High levels of conscientiousness; • Resilience and emotional
handle interactions with Management at the highest level. Quantify risks relative to the expected return
the Financial Planner in providing the required levels of client services to insurance clients.
handle interactions with Management at the highest level. Quantify risks relative to the expected return
development of individuals with the appropriate level of needs analysis, coaching and support Ensure the
development of individuals with the appropriate level of needs analysis, coaching and support Ensure the
effectively communicate with stakeholders at all levels is critical.