Provide the Investment Regional Sales Manager and bank management with timely activity reports, referrals generated and sales results as requested.
August 25, 2021
Assist Financial Consultants with the facilitation of annuity orders by guiding them through system and paperwork requirements and workflows, as well as assisting with complex purchasing scenarios and system errors.
September 22, 2021
Represent investors and third party buyers and sellers in real estate transactions.
October 03, 2021
Support the operations department in collecting required information and documentation from clients and Financial Consultant, ensuring proper authentication procedures are followed when necessary.
October 08, 2021
Updates on territory news - transportation news, community information, political figures, boards, etc.
November 16, 2021
Develop a comprehensive understanding of real estate fundamentals, value drivers, trends and comparable sales.
December 17, 2021
Participate in brokerage team meetings and weekly sales meetings to update colleagues on activity, market information, new business generation efforts, prospects and market knowledge and trends.
January 16, 2022