Providing excellent client services to existing clients with brokerage and annuity account related questions, account access, asset transfers, annuitization plans, PIP plans, PDP plans, RMD's, beneficiary changes, and death claims. Maintain all client correspondence and files.

Correspond with clients to complete new accounts, asset transfers, working closely with the back office at Kestra Financial to distribute client funds, update beneficiaries, and various tasks related to the client accounts. Perform general administrative and support functions for the office including maintaining files, preparing paperwork, running reports, answering telephones, scheduling appointments, copying materials, faxing and overnight shipping of documents. Organize, coordinate, and maintain all client paperwork.

Sharing Nerium International's breakthrough, cutting edge anti-aging products for the (Face, Body & Mind) along with a global business opportunity with those that want to look, feel, and live better. I'm a dedicated leader helping my team members plug into the Nerium International proven system designed to create more freedom and more income without having to give up more time.

Managed ING's fulfillment center inventory. Scheduled literature/marketing mailings to brokers and shareholders nationwide.

Provided financial advice on the various products available to enhance the client's investment portfolio.