Must have a valid driver's license and reliable transportation. Respond to emails and phone calls promptly. Utilize digital tools and software to generate leads

Active, unencumbered license as a Nurse Practitioner or Physician Assistant. Formulate a list of current and past medical conditions using clinical knowledge

Coach and develop team leads and / or trainers to ensure customer service excellence and a strong company culture. 401(k) with 5% employer match.

Answering the telephone, taking messages or relaying them on inter-office e-mail, tracking incoming and outgoing calls,. Entering data for REPORTER as needed.

FINRA Series 7 license (Required). Youll learn client attraction and retention strategies and financial expertise, and receive training and financial support