Lead Onboarding Advisor

New Insurance Client **Lead Onboarding Advisor**
(You'll be facilitating the onboarding of new insurance clients)
When you reach out, reference this: "Onboarding Advisors Bring Home the Bacon!"
What you'll be doing:
—Assisting Insurance Proposal Team by gathering necessary information via email/phone/text
—Holding Insurance Proposal Team accountable to data entry and quality standards
???Emailing insurance proposals
—Managing meeting/calendar scheduling and notifications
—Managing Priority Correspondence with certain clients
—Providing assisting in meeting/event preparation