Client Sales
Client Sales
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
We are looking for a motivated individualto help clients protect their financial futures.Duties of the position include client servicing conduct needs assessment and customized plan development.
The ideal candidate should haveexcellent interpersonal and communication skills ability to work independently and remotely proficiency in maintaining accurate records and client followups.
Daytoday tasks include reviewing applications providing risk assessments and ensuring clients are adequately covered.
Employment Type
Full Time
