Steven Meyer Email & Phone Number

Roswell, Georgia, United States

• Relocation to home office for focused training to build knowledge and confidence with the firm’s tools, the client creation process, and the financial solutions offered to clients. Case study rehearsals and role plays provide the foundation for successful performance.• Analysis of client financial information, review of financial and investment products, providing advice and counsel to clients on financial products and investment strategies.• The marketing of financial products, and the solicitation and procurement of applications, orders and contracts for securities products and brokerage services.

• Responsible for leasing properties through identifying leads, following up with potential tenants, giving tours of properties, and executing lease documents.• Assist with accounting and operations through rent collection, maintenance, and monthly profit statements for property owners.• Assist in day-to-day running of the leasing office through customer service operations both in person and over the phone.