1. Strategic Execution (25%)
* Translate Company Vision & Mission into Action:
o Break down AVP, AMD directives into regional goals by week/month: APE, active advisor count, new recruits.
o Cascade these goals to Managers via monthly business planning meetings.
* Lead Quarterly Territory Reviews:
o Organize and chair Territory Business Review (TBR) meetings with 7 Managers.
o Present each Manager's actual vs. target performance (APE, Activation, EHC, Dropout).
o Use Smart Agency dashboards to pinpoint weak zones and deploy correction plans.
* Drive Campaign Implementation:
o Assign Champion Hubb/AVP campaigns to specific Managers with timelines and KPIs.
o Monitor local campaign execution (e.g. AVP presentation, brand videos, agent storytelling).
o Ensure that client experience and branding activities are embedded in team meetings.
* Frontline Business Quality Control:
o Ensure all sales activities conducted by the team comply with internal quality standards and regulatory requirements.
o Coordinate with compliance, underwriting, and operations teams to resolve quality-related issues quickly and effectively.
o Support initiatives that enhance the sales quality (K2/P13)
2. Manager Development: (25%)
* Manager Recruitment:
o Build relationship, setting appointment to attract candidate for manager
o Identify and recruit new manager through direct referrals, recruitment sessions, and collaboration with existing team members
* Capability Reviews & IDPs:
o Hold monthly 1-on-1 capability review sessions with each Manager.
o Identify low-performing Managers and design 90-day Improvement Plans (e.g. recruitment turnaround, team rebuilding).
* Onboarding New Managers:
o Lead induction sessions for newly promoted Managers (structure, KPIs, onboarding checklist).
o Assign senior Manager "buddies" to mentor new leaders in their first 2 months.
* Facilitate Learning Forums:
o Chair monthly "Best Practice Exchange" or "Sales Playbook Clinics" with all Managers.
o Invite top ALs to share proven practices in coaching, recruitment interviews, or closing techniques.
3. Business Oversight (25%)
* Field Operations Monitoring:
o Conduct 2 field visits/month to review team meetings, observe agent coaching sessions.
o Audit AL team structure: % activation, onboarding hygiene, lead utilization, tool adoption.
* Recruitment & Manpower:
o Ensure recruitment plan yields 3 new ALs/Manager/month; review weekly recruitment funnel.
o Monitor onboarding ratio (Target: 30 active agents per Manager) and highlight red-flag zones.
* Handle Escalations:
o Support Managers in resolving difficult cases: agent disputes, code terminations, or compliance issues.
o Liaise with AVP, AMD, DS, ICD, or HR on cross-functional blockers or structural decisions.
4. Cultural Engagement & Leadership (25%)
* Promote AVP Spirit:
o Integrate AVP themes into every team communication: freedom, ethics, professionalism.
o Reinforce messaging through storytelling, agent spotlight videos, and success case sharing.
* Plan Regional Engagement Activities:
o Run quarterly "Recognition Days" for top advisors/ALs (based on APE or Recruitment).
o Launch seasonal office contests (e.g., "Freedom Growth Sprint" or "Recruit Like a Leader").
* Be a Visible Leader:
o Post weekly updates or shoutouts on internal groups (Zalo, Workplace, Email).
o Show presence at onboarding, events, and field visits to lead by example and build trust.