Financial Advisor (Hybrid)

Hybrid Position in Fort Worth, TX (3 days in-office and 2 days work from home) Schedule: Monday-Friday; 8AM to 5PM Description Call center Managed a balanced servicing and business development workload, dedicating approximately 25% of time to handling inbound client service requests from a que and 75% to outbound client engagement campaign, all "house clients" These campaigns primarily focus on insurance products but also include other initiatives, such as reminding clients to take their Requir…