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Financial Advisor: Digital Intake Services


This position provides sound professional advice helping investors pursue their financial goals by developing a personalized plan based on the consumer’s unique financial situation. Each associate provides value to the investor through their relative positions and strengths. This collaboration creates a unique synergy that creates support sales between associates and investors. Outside-sales support positions predict projection sales which create customers.

Technical Underwriter: Digital Intake Services

This position supports the Technical Underwriting Department by conducting interviews with associates who have applied for representation insurance, including a review of the applicant’s health history. When necessary, tactfully refocus applicants who wander off.

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