Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health sup[...]
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Create a customer-oriented culture where customers are respected including welcoming customers with greetings and providing walk-in customers with tea/coffee/water Manage inbound/outbound calls in a timely, friendly and effective manne[...]
Develop clients through networking, seminars, and referrals Understand the needs of clients and build trusted relationships with clients Promote the company's financial products & services to address clients’ needs Work with internal[...]