Works collaboratively with off-property sales channels to ensure sales efforts are coordinated, complementary and not duplicative. Builds and strengthens
Process various transactions for Annuities and investments. Processing the Death of the Annuitant in the system as per the request coming from Bene or
- Coordination with the social media agency for developing monthly calendar. - Sharing trending ideas, newsworthy information, and content with agency. -
• Contacts prospective clients about insurance products and policies. • Explains various insurance policies and products to potential and existing clients.