Makes reminder calls to patients with upcoming appointments. Checks with insurer (via computer or telephone) to verify patient is covered by insurance, and

Perform outbound calls and emails daily to engage prospective new clients. Hands-on experience with multiple sales techniques (including cold calls).

Designs / Prepares the case including but not limited to cashflow, net worth statement, asset listing, cash needs analysis.

Successfully pass criminal, credit, and driving record checks. Must be able to obtain and maintain certification through the State of New Mexico for armed

Benefits include matching 401K plan, health, dental and vision insurance. Attention to detail, good physical and mental stamina. 40-50 hour work weeks.