Financial Services Associate
New
A
AO CentralFinancial services
Trenton, New JerseyFull-Time
Salary not disclosed
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Job Details
- Required Skills
- CRM
Requirements
- Be coachable and dependable.
- Be people-focused.
- Be comfortable on camera.
Responsibilities
- Meet with families virtually.
- Explain benefits and options in plain language.
- Follow up with clients and maintain relationships.
- Record notes.
- Schedule meetings.
- Use the CRM for light administrative tasks.
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