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Truist
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Fairfax, Virginia
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maintenance of client records.
5. Manage the financial advisor's calendar to maximize the appointments ... of annuity products.
5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7
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Truist
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Fairfax, Virginia
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, property protection and employee safety related needs.
5. Keep abreast of risk management and ... a regular basis
5. Problem solving ability and negotiating skills working with senior level
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Truist
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Fairfax, Virginia
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applications
5. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role ... needs as well as
Truist Mortgage products and their benefits.
5. Consistently execute on Truist
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Truist
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Fairfax, Virginia
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communication skills
5. Demonstrated proficiency of basic computer applications, such as Microsoft Office ... company image through civic, social, and business activities, and endeavors.
5. Product Knowledge:
a
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