1-3 warm leads a day. Referrals from warm leads you are given. Attend sales meetings and industry events to stay informed about new products, sales techniques,

Financial concepts: 2 years (Required). 2+ years of administrative support or equivalent experience required. Cordinating client and prospective client events.

*Trusted resource: * Recognized by agents and lenders as the "go-to" person with the expertise and support staff to answer their questions.

Website training and customer service to help answer support questions or teach customers how to solve their own problems and improve their overall operational

Involvement in the sales process: work with sales and operations to develop concepts, implementation of their designs and assisting operations management with