requests and business retention. Enable the Para Planner and the Executive Financial Advisor to manage their service. Check that all documents received from Para Planner are FICA compliant and signed. Capture all policy weekly feedback reports and unpaid reports to Para Planner and Executive Financial Advisor. Manage cases that Ability to make decisions within the job parameters. Customer service orientation. Market Related
requests and business retention. Enable the Para Planner and the Executive Financial Advisor to manage their service. Check that all documents received from Para Planner are FICA compliant and signed. Capture all policy weekly feedback reports and unpaid reports to Para Planner and Executive Financial Advisor. Manage cases that Ability to make decisions within the job parameters. Customer service orientation. Market Related