NO DOOR-TO-DOOR SALES. NO COLD-CALLING / TELEMARKETING. Major Obligations:.
New Business Advancement. Develop recommendation sources for new chances. Cultivate existing connections for personal preparing possibilities. Client Service. Testimonial strategy design and make suggestions for boosted operation of strategy
and tax efficiency. Examine and advise provider to clients based upon plan demographics, desired costs and items. Conduct Trustee / Task force review conferences. Conduct employee registration and education meetings .
Aid customer in selecting investment food selection for their retirement and continuously check
supervisors for suitability. Help clients in conference fiduciary responsibilities of running a qualified retirement plan.