- Reach out to orphan clients, thoroughly discuss their current insurance or investment plans and make adjustments as needed- Perform illustrations to determine which policies are the most ideal for each individual client- Write applications once I have developed a plan that suits the client best- Assist partner advisors during in person client meetings- Understand multiple investment strategies and products

- Manage the front end of the business through taking and creating customer specific orders- Create positive energy throughout the entire customer experience to ensure customer satisfaction- Efficiently move throughout multiple tasks at hand, during a limited amount of time, to efficiently coordinate the customer’s orders and the highest quality service possible- Monitor the cleanliness of the front end of the business as well as the back

- Organize, implement, and lead a weekly schedule of group activities- Communicate with parents about camper’s daily experiences, including identifying and responding to camper behavior issues- Assist in the enforcement of all camp emergency procedures, safety guidelines, and programs, to ensure the health and safety of all parties associated with the campgrounds