Any individual responsible for providing key leadership or support to the corporation’s field leaders, sales force, or curriculum development, such as Chief Learning Officers, Chief Marketing Officers and Chief Distribution Officers.
FIRM OR AGENCY FIRST-LINE LEADERS
Any individual responsible for the strategic leadership and operational management of a financial services firm or agency, such as General Agents, OSJs and Managing Partners.
FIRM OR AGENCY FRONTLINE LEADER
Any individual responsible for recruiting, selecting, training, supervising, or coaching financial services advisors or agents, such as Managing Directors, Sales Managers and Agency/Firm Owners.
FIRM OR AGENCY FUNCTIONAL SPECIALIST
Any noncommissioned specialist who plays an important role in today’s field leadership teams, such as Recruiters, Marketing Directors, Equity Specialists, Trainers, Compliance Officers, or Sales Support Specialists.