... communication to manage customer expectations appropriately. 5. Utilizes agency management system to ... . Ability to prioritize and accomplish multiple tasks simultaneously 5. Capable of working ...

... email or phone for outstanding requirements or to provide status of pending contract & appointment. 5 ... accomplish multiple tasks simultaneously 5. Capable of working independently as well as in a team ...

... contract & appointment. 5. Follow-up with insurance carrier to obtain contract & appointment ... 5. Capable of working independently as well as in a team environment Ability to work ...

... further financial professional business development opportunities. 5. Analyze financial professional ... prioritize and accomplish multiple tasks simultaneously 5. Capable of working independently as well as in ...

... process. 5. Explain to clients and advisors how various insurance products work, the differences ... accomplish multiple tasks simultaneously 5. Capable of working independently as well as in a team ...

... process. 5. Explain to clients and advisors how various insurance products work, the differences ... accomplish multiple tasks simultaneously 5. Capable of working independently as well as in a team ...