Process new business contracts for variable and fix annuities.
Ensure that customer needs are met after purchasing annuities, by reviewing all documents present.
Create weekly video and advertisement traffic reports and bi-weekly PowerPoint presentations
Develop PowerPoint presentations for senior management, notorious for skilled expertise.
Providing administrative support to senior management by managing the calendars of executives and facilitating meetings
Maintaining employee records such as pay stubs and tax forms Maintaining the organization’s financial records, including preparing reports on budgets and expenditures Managing company events such as trade shows, conferences, and conventions