- HUB International (Fort Worth, TX)
- …a global insurance broker providing a broad array of property, casualty, risk management , life and health, employee benefits, investment and wealth management ... by Account Administrator + Advises and guides clients in compliance matters and sends monthly reports to client as...to client as needed + Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices, when… more
- Truist (Dallas, TX)
- …(preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), Accredited Asset Management Specialist AAMS(R) , Certified ... and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of… more