Builds long-term relationships with members focused on providing excellent member service and recommending solutions to their growing financial needs.
March 28, 2023
Provide a broad range of financial consulting/planning services to our individual customers/participants at existing mega and large institutions and/or our k-12 new markets, ensuring asset retention and growth.
February 27, 2023
Supports the Financial Consultant in meeting asset growth and customer experience expectations.
March 02, 2023
Assist with the coordination of activities to support clients through the various phases of the project such as requirement gathering, design, development , testing, migration and deployment.
March 13, 2023
Develop a comprehensive business to business/direct to employer client base this includes prospecting, follow up on leads and finalizing agreements with employer-sponsored groups in Michigan.
March 25, 2023
Maintains knowledge on current and emerging developments / trends, assess the impact, and collaborates with senior management to incorporate new trends and developments in current and future strategies.
April 02, 2023
Manages scope and change throughout the initiative utilizing formal change control and requirements traceability.
April 15, 2023
Create and develop training that will assist consumer branches to increase the number of identified referral opportunities.
May 11, 2023
Demonstrates ability to communicate effectively & professionally with clients and internal staff as well as having a sense of urgency, initiative, responsiveness, and attention to detail.
May 20, 2023
Utilize state of the art technology to perform a clinical hair and scalp analysis and generate enthusiasm for the client to move forward with an appropriate solution.
May 20, 2023