Executive Financial Advisor to manage their workflow and follow-ups. Manage data collection, logging and quotes and applications – hand documents to Service Manager to include in production report. Capture policy to Para Planner and Executive Financial Advisor. Manage cases that are ready for acceptance in a week or
Executive Financial Advisor to manage their workflow and follow-ups. Manage data collection, logging and quotes and applications – hand documents to Service Manager to include in production report. Capture policy to Para Planner and Executive Financial Advisor. Manage cases that are ready for acceptance in a week or