Eli Jacobs Email & Phone Number

United States

Through various modes, channels and marketing activities, we develop potential customers; analyze customers' financial needs, help them develop asset allocation plans and provide financial advice; collect and process customers' feedback in a timely manner, maintain customer relationships, and continuously provide customers with quality financial consulting services.

Familiar with international and domestic financial markets, grasp the macroeconomic trends and industry developments at home and abroad, collect and analyze relevant industry information and data, and conduct correlation analysis and explanation.

• provide support for brokerage windows within 401k plans• deliver excellent customer service to all customers in a fast pace environment• process Equity, Mutual Fund, and Fixed income trades

Mainly responsible for those who have applied on the platform to the company's business for the intentional customers, the platform to contact customers, review whether the customer qualifications meet, and its invitation to meet the qualifications of the intentional customers to the company for business.

Responsible for the regional expansion of products, customer development, planning and execution of regional operations.

Master'S Degree, Of Business Administration (Mba)

Bachelors, Economics