Adhere to internal and external policies and procedures regarding relationship management, securities transactions and Code of Conduct.
May 23, 2020
Maintains frequent contact with manufacturer and other vendors to ensure a thorough knowledge of current leasing, sales and incentive programs.
June 08, 2020
Builds their book by successfully sourcing new clients from within existing client relationships.
July 17, 2020
Review and analyze actions at the end of each day, week, month, and year to determine how to better utilize time and plan more effectively.
July 25, 2020
Prepare initial and annual trust reviews and requests for all discretionary distributions from trusts and for all special investments in trust.
August 02, 2020
Assist the Senior Client Advisor in investment management activities including implementing investment objectives, rebalancing accounts, executing trades, monitoring asset allocation and investment performance, and overseeing investment transition.
August 15, 2020
Participate in the training of new Client Advisors (product knowledge, store procedures, company policies).
August 28, 2020
Provide routine service including the development and execution of service schedule, participation reporting, and coordinating questions/initiatives with the client and carriers, conducts surveys.
September 25, 2020
Attend sales meetings and training offered by the dealership and the manufacturer.
October 14, 2020