Financial Advisor

Description

+ Call center

+ Managed a balanced servicing and business development workload, dedicating approximately 25% of time to handling inbound client service requests from a que and 75% to outbound client engagement campaign, all house clients

+ These campaigns primarily focus on insurance products but also include other initiatives, such as reminding clients to take their Required Minimum Distributions (RMDs) or informing them of eligibility for additional insurance benefits they have paid for. The core of their role involves making outbound calls to existing clients regarding contractual obligations.

+ Giving financial consulting and focusing on financial plans

+ Guidance managing day-today finances, building lifetime assets

+ Savings/banking, investments/wealth management, insurance/risk management

Skills
Call Center, Finra series license, Series 7, Series 63, Series 66, Life and Health, Financial Services, F...

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