Makes decisions regarding own work methods, occasionally in ambiguous situations, and requires minimal direction and receives guidance where needed.
December 19, 2022
Utilizes financial industry knowledge, training and/or experience to make informed recommendations across the breadth of the Columbus Life Insurance Company product portfolio to clients as a result of a review of their current financial situation and current products held.
January 01, 2023
Create profiles, roles, permissions, groups, sharing rules, field and organization level security settings, data mapping, data recovery, object modeling, and page layout design various platforms.
January 27, 2023
Drive for Execution - Be accountable for strong individual and team performance.
March 05, 2023
Provide strategic advice across a variety of financial products and services (debt analysis, cash management, insurance coverage, investments).
March 15, 2023
Participates in development, implementation and maintenance of policies, objectives, short-and long-range planning.
April 10, 2023