Riley Stevens Email and Phone Number

Earned Series 6 and 63. Qualify participants for options available to them with retirement plans. Provide valuable information and explanations of forms and procedures to help participants through the processes of roll overs, withdrawals, beneficiary information, loans, and hardships. Mindful of taxable events and penalties with each option offered with retirement plans. Mentor new representatives from the training stages into full contact with participants.

Carefully analyze loan documents to make sure all information is correct as well as all underwriting and notary information is intact. Closely identify and index inbound documents via internet. Increased production by 15% through leadership and strategy. Thoroughly and accurately scan, research, and document customer information in a fast paced environment with strict deadlines.