Support of Banks and credit union in Securities and insurance investment plan for the bank clients in a B2B role with financial institutions that offer Pacific Life to offer to clients. Wholesaler training and strategic partnerships for investment planning

IRA rollovers/ retirement trust accounts CD and Money Market Accounts Mutual Fund Advocate work with Wealth Management Annuity Advocate work with wealth Management NMLS Certified/consult First and Second Mortgages NMLS Certified/ consult HELOCS and HEILS

Business Banking Accounts/ business trust accounts Investments for business Business loansRetirement Accounts

Free Tax prep for businesses and retirees as well as low income

Rollover 401k to IRA CD and money market IRA consulting Work with Private bank to secure insurance coverage for clients.Work with wealth management for annuity products Trust accounts/ complex trust

Screen/Interview/onboard/schedule/manage and coach home care Nurses in elderly and pediatric care and delegate with Orange County Regional Center and VA administration for compliance and funnel for more cases.Meet with patient and or client and gather signatures for authorization for home healthcare

Analyst that underwrites and approves coverages.Patient transport coordinator.Healthcare Insurance coverage expert and Advisor.Benefits coordinator and customer service.

Corporate Recruiter and District Sales Manager Target Mobile that sold ATT/Sprint/Verizon in a sales and commission type role.Screen/assessment set up/offer letter/background check/direct deposit set up/ benefits set up/ schedule/coach/manage/train/ mentor sales associates in the wireless sales industry/manage credit check and CRM software issues and logins