renewed policies by the insurers Amendments - Capture all changes and cover requested by client and forward
policies by the insurers
satisfaction and gather referrals. Efficiently capture and file applications, ensuring accuracy and completeness
satisfaction and gather referrals. Efficiently capture and file applications, ensuring accuracy and completeness
Allocation as is required by FAIS
Allocation as is required by FAIS
Asset Allocation as is required by FAIS Computer data base on Wealthcraft to be kept updated whenever
Asset Allocation as is required by FAIS Computer data base on Wealthcraft to be kept updated whenever
Asset Allocation as is required by FAIS Computer data base on Wealthcraft to be kept updated whenever
the Regional Manager. Ensure sales metrics are captured and tracked. Validate customer stores on a regular