Josh Tabaka

• Helped to hire, train and develop Columbus team from the ground up as part of the Market Expansion.
• Acted as the Consumer Lead as part of the Columbus Local Market Organization.
• Driver of responsible growth through effective action planning and coaching resulting in franchise leading performance in Life Plan execution, digital strategy and Preferred Rewards engagement.
• Consistently managed risk in the Columbus Market. 100% audit pass rate for last 2 years; 11/17 perfect reviews in 2024, 12/15 perfect reviews in 2023

· Responsible for maintaining financial center operations; including risk management, customer information protection and adhering to Federal and State regulations.

· Responsible for overall customer experience by maintaining a consistent experience through efficient operations and developing friendly and well-trained staff.

o Moved client experience score from 72 upon taking over the center to being consistently above 90.

· Responsible for maximizing revenue by creating action plans and executing well defined sales plans for financial teammates