Processed new business annuity paperwork.
Checked status of accounts, including compliance and suitability concerns.
Called transfer companies and did whatever it took to move them swiftly.
Provided training to reps and assistants relating to paperwork, sales and products.
Weekly reports to Managing Partner.
I learned to work very hard and do whatever
– more... I could for the success of 100 reps.
Very driven management team and coworkers were team players.
Diverse group of people; able to relate to all which I enjoyed.
Sometimes it was difficult to please all reps with what was considered urgent matters. – less