Manage Hearsay list RSAMs profile connection training

Make sure all profiles are in good standing ie disclosures cover photo SM approving profiles but not always correctly

Monthly compliance reporting

Review and remediate monthly RSAM report

Review eLearning training report

Analytics

Ticket reporting

Quarterly KPI scorecards

Communication

Updates or enhancements to Hearsay

General maintenance

Update FrontPagePB Intranet with Hearsay resources

Maintain training materials in elearning GPB only

Ongoing 1x1 training

Host office hours

Profile maintenance and migrations

Onboarding Hearsay process

Field request

Add to tracker

Share and tracking training

Send invite with instructions and best practices

Manage AWM Social Media mailboxes PB AM and IPB

Trouble shoot and answer questions from sales organization

Offboarding process