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 22, 2023
Provide the Investment Regional Sales Manager and bank management with timely activity reports, referrals generated and sales results as requested.
February 11, 2023
Support the operations department in collecting required information and documentation from clients and Financial Consultant, ensuring proper authentication procedures are followed when necessary.
February 13, 2023
Updates on territory news - transportation news, community information, political figures, boards, etc.
March 17, 2023
Represent investors and third party buyers and sellers in real estate transactions.
April 01, 2023
Understand cash flow analysis and financial reporting.
May 09, 2023
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.
May 10, 2023
Develop a comprehensive understanding of real estate fundamentals, value drivers, trends and comparable sales.
May 15, 2023
