SUCCESS

Financial Advisor: Digital Intake Services

 

This position provides sound professional advice helping investors pursue their financial goals by developing a personalized plan based on the consumer’s unique financial situation. Each associate provides value to the investor through their relative positions and strengths. This collaboration creates a unique synergy that creates support sales between associates and investors. Outside-sales support positions predict projection sales which create customers.

​

Technical Underwriter: Digital Intake Services

​

This position supports the Technical Underwriting Department by conducting interviews with associates who have applied for representation insurance, including a review of the applicant’s health history. When necessary, tactfully refocus applicants who wander off.