Simone V. Compas

Hiring, coaching and developing financial professionals to either build their own practice, or to build and lead their own team.

Creating a positive and collaborative culture within the General Office, fostering a sense of teamwork and shared success.

Leading, supporting and investing in the success of the team, providing financial professionals with tools, resources, and guidance needed to thrive in the financial services industry.

Focusing on recruiting, developing, and mentoring financial advisors including hiring and training.

Hiring, coaching and developing financial professionals to build their own practice, or to build and either lead their own team.

Creating a positive and collaborative culture within the general office, fostering a sense of teamwork and shared success.

Leading, supporting and investing in the success of the team, providing financial professionals with tools, resources, and guidance needed to thrive in the financial services industry.

Providing holistic financial planning/ Holistic advice and guidance to individuals, families, and businesses to help them achieve their financial goals through our insurance and financial solutions.

Managed overall store operations including hiring, training, and developing store team members, assigning tasks, and managing performance.

Responsible for overseeing all aspects of store operations: Sales, customer service, team management, and inventory control. Ensuring store meets financial goals, maintains a positive customer experience, and adheres to company policies and procedures.