Travelling
Results-oriented, skillful in managing and breaking down large volumes of information. Proactive at heading off issues in operations, workflow and production by uncovering trends affecting business success.
• Assist supervisor in driving team performance and help out lead in reporting team's metrics
• Resolve escalation received in email and phone in an efficient and courteous demeanor
• Thoroughly explain retirement, annuity, insurance and it's rider to clients and brokers
•In charge of processing investment allocations, withdrawals, pre-authorized checking and all non-financial requests.
Technical understanding
undefinedFINRA Series 6 and 63 Certified CRD # 6322055
Travelling
Watching Series
FINRA Series 6 and 63 Certified CRD # 6322055