Responsibilities

• Maintain the outside sales force structure by monitoring the percentage of time the Planning Advisors are in the office.
• Responsible for the time and attendance system of new Planning Advisors during the 16‑week training period.
• Interview, hire, and supervise Sales Office Assistants.
• Ensure all paychecks, along with paystubs, are available to the Planning Advisors in a timely manner.
• Create, approve, and submit EDT for all employee data changes to Human Resources.
• Review and approve and submit all invoices appropriately.
• Review and track weekly verification reports from each Planning Advisor.
• Review all commission statements and sales units reports for accuracy and report any discrepancies accordingly.
• Distribute commissions statements, sales units report, and all other related reports to the Planning Advisors and resolve any questions, concerns, or request for correct...