ongoing sales growth and client retention through the recruitment and management of broker relationships on a regional level... growth. Researches, identifies, and recommends new business leads. Continually establishes new agent relationships. Cold...
growth, increase client retention, and offer additional products and services Provide clients with IRS support... or Enrolled Agent certification Experience completing complex returns (individual, trust, partnership) 5+ years of experience...
measurable signal (conversion, retention, time-saved). Automation ROI: hours saved/team/week; decreased cycle time; reduced ops... tickets. Agent impact: at least one agent in steady use by internal or pilot users within first 60 days...