Date of First Appointment (DOFA) in Financial services industry Access to an existing network of people consistently implement what you have learned Management oversight and a supportive infrastructure so so that you are fully enabled to add value to clients. Product Specialist support Company Laptop Access
Date of First Appointment (DOFA) in Financial services industry Access to an existing network of people consistently implement what you have learned Management oversight and a supportive infrastructure so so that you are fully enabled to add value to clients. Product Specialist support Company Laptop Access
subsidiary to allow advisors to broker note their clients with Opportunities to qualify for various incentives procurement of new business Expand sales of products and services with existing customers Work mainly on own leads