Financial Services Consultant
New
A
AO Garcia AgencyFinancial services
Waukegan, IllinoisFull-Time
Salary not disclosed
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Job Details
Requirements
- Communicate clearly and in a human way.
- Work with discipline without a supervisor present in the hallway.
- Be open to following a proven process.
- Have an interest in benefits conversations.
Responsibilities
- Enroll clients who have asked for guidance.
- Support clients as they seek guidance.
- Deliver web presentations.
- Maintain an ongoing portfolio of clients.
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