• Provide exceptional service to prospects and clients
• Follows firm Written Supervisory Procedures and ensures compliance with industry rules and regulations of a non-licensed position.
• Placed high priority on client satisfaction and focused on building and sustaining long lasting relationships
• Responded to client inquiries in a timely manner and performed follow-up when applicable.
We’ve updated our privacy policy so that we are compliant with changing global privacy regulations and to provide you with insight into the limited ways in which we use your data.
You can read the details below. By accepting, you agree to the updated privacy policy.