World Financial Group Names Anissa Benich as Marketing Lead

World Financial Group Welcomes Anissa Benich

World Financial Group (WFG) is excited to announce the appointment of Anissa Benich as the new head of Customer Experience (CX) and Marketing. With an extensive background in the financial services industry, Benich brings over 20 years of senior management experience to her new role, emphasizing the importance of customer engagement and service excellence.

Driving Customer Experience and Marketing Initiatives

In her role, Benich will oversee a team committed to enhancing the customer experience for WFG’s independent agents across North America. Her primary focus will be to empower these agents to deliver exceptional financial education, services, and products to clients, particularly within the underserved middle market. She is poised to implement new strategies that not only promote effective marketing but also foster a supportive atmosphere for agents.

Transformational Leadership Background

Benich’s professional track record is characterized by her ability to leverage technology and research in crafting successful marketing strategies. Her previous experience includes managing cross-functional teams and executing organizational transformations that prioritize customer satisfaction. This has led to significant improvements in how services are designed to meet the evolving needs of clients.

Commitment to Innovation

WFG President Todd Buchanan expressed confidence in Benich's capabilities, stating, "Her addition to our leadership team highlights WFG's commitment to innovation." The organization aims to enhance its competitive stance while consistently improving the service experience for both agents and customers under her direction.

Enhancing Agent Support

Moreover, Benich is set to enhance various aspects of agent support functions, ensuring that independent agents have access to superior tools and resources. Her strategic insights are expected to play a key role in refining customer journeys and developing targeted marketing campaigns to reach diverse audiences effectively.

About World Financial Group

World Financial Group’s mission is to empower individuals, families, and businesses to achieve financial security through comprehensive strategies involving life insurance, retirement planning, and wealth-building. With more than 80,000 agents committed to this cause across the U.S. and Canada, WFG emphasizes the importance of education and resource access in the financial services sector.

Independent Agents and Compliance

All independent agents with World Financial Group must be properly licensed to operate in their respective markets, adhering to regulations governing financial transactions. This means that U.S. agents who meet licensing requirements can also offer securities and investment advisory services through affiliated entities, thus broadening the scope of support they can provide to their clients.

Frequently Asked Questions

Who is Anissa Benich?

Anissa Benich is the newly appointed head of Customer Experience and Marketing at World Financial Group, bringing over 20 years of industry experience.

What is the role of World Financial Group?

World Financial Group focuses on helping individuals and businesses achieve financial security through various financial advisory services, including life insurance and retirement planning.

How does Benich’s role impact WFG agents?

Benich's leadership will empower WFG agents by providing them with enhanced marketing strategies, resources, and tools for better customer engagement.

What is WFG's commitment to customer experience?

WFG is committed to innovation in customer experience, striving to continuously improve services and support for its agents and clients.

How can I learn more about World Financial Group?

For more information about World Financial Group and its services, you can visit their official website.

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