One of the many things I do is to schedule all the meetings for our advisors in the Akron and Westlake office. I communicate with the clients by email or phone. Seeing each client as they come in for a meeting, helps me get to know them and how we can serve them best.
For several years, I have had the opportunity to obtain the licenses for the many states our advisors represent and also the companies we use.
I assist the advisors by keeping track of their continuing education credits, so they remain compliant.
Keeping the database current is a job that needs attention constantly. I’m the “go to gal” for a list and keeping our newsletter groups in order.
