Developed and implemented business and marketing plansAnswered telephone calls for the firm and acted as the Director of First ImpressionsGreeted visitors in a friendly and professional mannerMaintained Advisor’s outlook calendar and keep advisor aware of daily appointments and cancellationsCoordinated client appreciation functions and marketing programs for the firmPrepared material for local client events and seminarsAttended seminars and assisted with the set-up, greeting guests, appointment setting for guests, and clean-upMade follow up calls after seminars to convert potential clients into confirmed appointmentsUpdated and pres...
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