Full-time Posted June 23, 2026
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Job Description

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...

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