& Sales Associate for a Financial Advisor a Premier financial advisory firm committed to providing
task Must be proficient in using CRM Systems, MS Office, Excel
task Must be proficient in using CRM Systems, MS Office, Excel
monthly ncentives
Motivating and exciting office environment
Duties and Responsibilities:
individuals of the department are not in their offices
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business in designated areas whilst managing the office and offering high levels of customer service.<
sales position preferred. Proficiency in Microsoft Office and CRM software. Excellent communication skills
relationships with clients