Financial Account Manager - WATERFORD WI , US
1 week ago

Job summary
We are seeking a dynamic and experienced Financial Account Manager to join our team. In this role, you will play a vital role in supporting our Advisors and Paraplanners in delivering exceptional service to our clients.Responsibilities
- Contact prospects and clients to schedule appointments for Advisors.
- Assist Advisors in running individual life and disability insurance quotes.
Job description
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