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* Process new business applications in an organized and timely manner * Act as a leader for new staff * Periodically train Employees, Advisors and...
* Create and manage a personalized transition roadmap for each advisor, tailored to their business model, client needs, and personal preferences...
* Review and process applications for completeness and accuracy * Submit applications to carriers and track progress throughout the underwriting...
Security Administration * Ensure that agency equipment, software, and agent/staff devices meet all Barnum requirements. * Submit Field Security...
Prospecting, networking and obtaining clients through various methods and strategies. Participate in our state of the art Advisor Pro Training...
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