1. Strategic Execution (25%)

• Translate Company Vision & Mission into Action:

  • Break down AVP, AMD directives into regional goals by week/month: APE, active advisor count, new recruits.

  • Cascade these goals to Managers via monthly business planning meetings.

• Lead Quarterly Territory Reviews:

  • Organize and chair Territory Business Review (TBR) meetings with 7 Managers.

  • Present each Manager’s actual vs. target performance (APE, Activation, EHC, Dropout).

  • Use Smart Agency dashboards to pinpoint weak zones and deploy correction plans.

• Drive Campaign Implementation:

  • Assign Champion Hubb/AVP campaigns to specific Managers with timelines and KPIs.

  • Monitor local campaign execution (e.g. AVP presentation, brand videos, agent storytelling).

  • Ensure that client experience and branding activities are embedded in team meetings.

• Frontline Business Quality Control:

  • Ensure all sales activities conducted by the team comply with internal quality standards and regulatory requirements.

  • Coordinate with compliance, underwriting, and operations teams to resolve quality-related issues quickly and effectively.

  • Support initiatives that enhance the sales quality (K2/P13)

2. Manager Development: (25%)

• Manager Recruitment:

  • Build relationship, setting appointment to attract candidate for manager

  • Identify and recruit new manager through direct referrals, recruitment sessions, and collaboration with existing team members

• Capability Reviews & IDPs:

  • Hold monthly 1-on-1 capability review sessions with each Manager.

  • Identify low-performing Managers and design 90-day Improvement Plans (e.g. recruitment turnaround, team rebuilding).

• Onboarding New Managers:

  • Lead induction sessions for newly promoted Managers (structure, KPIs, onboarding checklist).

  • Assign senior Manager “buddies” to mentor new leaders in their first 2 months.

• Facilitate Learning Forums:

  • Chair monthly “Best Practice Exchange” or “Sales Playbook Clinics” with all Managers.

  • Invite top ALs to share proven practices in coaching, recruitment interviews, or closing techniques.

3. Business Oversight (25%)

• Field Operations Monitoring:

  • Conduct 2 field visits/month to review team meetings, observe agent coaching sessions.

  • Audit AL team structure: % activation, onboarding hygiene, lead utilization, tool adoption.

• Recruitment & Manpower:

  • Ensure recruitment plan yields 3 new ALs/Manager/month; review weekly recruitment funnel.

  • Monitor onboarding ratio (Target: 30 active agents per Manager) and highlight red-flag zones.

• Handle Escalations:

  • Support Managers in resolving difficult cases: agent disputes, code terminations, or compliance issues.

  • Liaise with AVP, AMD, DS, ICD, or HR on cross-functional blockers or structural decisions.

4. Cultural Engagement & Leadership (25%)

• Promote AVP Spirit:

  • Integrate AVP themes into every team communication: freedom, ethics, professionalism.

  • Reinforce messaging through storytelling, agent spotlight videos, and success case sharing.

• Plan Regional Engagement Activities:

  • Run quarterly “Recognition Days” for top advisors/ALs (based on APE or Recruitment).

  • Launch seasonal office contests (e.g., “Freedom Growth Sprint” or “Recruit Like a Leader”).

• Be a Visible Leader:

  • Post weekly updates or shoutouts on internal groups (Zalo, Workplace, Email).

  • Show presence at onboarding, events, and field visits to lead by example and build trust.