... to appointments with the Financial Advisor Requesting quotations from panel ... and make recommendations to financial advisor Assist Retentions team by ... Term insurance knowledge essential Short Term Insurance Qualification / Life Insurance Qualification ...
a year ago
... -to-day liaison between insurance companies and their designated ... have experience in commercial lines insurance. As needed, they will ... in the compilation of insurance portfolios for clients Assist ... completion of all/any financial transactions Follow up on ...
a year ago