Generate sales via walk-ins, internet leads, and phone calls- NO cold calling. Client Advisors are given the tools necessary to succeed with a 4-week sales

Assists in the hiring of contractors and other staff as required. Proficient in using Project Management tools, templates, and systems (WBS, Project Schedule

And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Duties specific to this position include answering incoming calls, making outbound calls, checking voicemails, greeting and welcoming patients, running morning

This position is available for new or experienced medical assistants; requires a current CMA certification, an obligation to obtain certification within 6