Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals address concerns Give advices to clients about insurance coverage, investment planning, cash management Drivers License Laptop Network of clients The post Insurance/Wealth Planner appeared first on freerecruit.co
Manage IT inventory and keep track of assets. Keep insurance of assets up to date. Manage upgrades and/or repair
Manage IT inventory and keep track of assets. Keep insurance of assets up to date. Manage upgrades and/or repair