Financial Representative The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial
Essential Duties and Responsibilities: - Complete cost allocation plans for assigned clients. - Obtain contract renewals for multiple clients. - Manage relationships with multiple clients as well as project staff responsible for projects. - Support leadership
Essential Duties and Responsibilities: - Collaborate with project managers on various initiatives and projects to track progress and provide support as necessary. - Support leadership in ensuring that the project is delivered to specifications, is on