and Responsibilities: Contacting clients who have inquired about their benefits. Scheduling appointments with clients... to discuss their benefits in detail. Conducting virtual benefit reviews with clients via Zoom. Facilitating the enrollment process for clients...
Summary As a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full... you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist...