Marketing Associate Nine Line ApparelMarketing AssociateSavannah, GAFull timeIn this role, you’ll work closely with our Marketing Manager to bring campaigns to life, support brand growth, and help drive revenue through strategic and engaging marketing efforts. If you’re someone who enjoys blending creativity with data, staying on top of trends, and contributing to impactful campaigns, this could be a great fit.
Front Office Associate - Southern Oak Dental Bluffton SGA Dental PartnersFront Office Associate - Southern Oak Dental BlufftonBluffton, South CarolinaIn hometown communities, SGA Dental Partners is a beacon of positive energy, delivering the highest level of clinical excellence and patient-centered care. At Southern Oak Dental - Bluffton , you’re not just taking the next step in your career, you’re joining a team that values quality care, respect, and long-term success. .
Front Office Associate - Richmond Hill Family & Cosmetic Dentistry SGA Dental PartnersFront Office Associate - Richmond Hill Family & Cosmetic DentistryRichmond Hill, GeorgiaIn hometown communities, SGA Dental Partners is a beacon of positive energy, delivering the highest level of clinical excellence and patient-centered care. At Richmond Hill Family & Cosmetic Dentistry , you’re not just taking the next step in your career, you’re joining a team that values quality care, respect, and long-term success. .
Front Office Associate - Southern Oak Dental Bluffton Gen4 Dental PartnersFront Office Associate - Southern Oak Dental BlufftonBluffton, SCIn hometown communities, SGA Dental Partners is a beacon of positive energy, delivering the highest level of clinical excellence and patient-centered care. At Southern Oak Dental - Bluffton, you're not just taking the next step in your career, you're joining a team that values quality care, respect, and long-term success.
Front Office Associate - Richmond Hill Family & Cosmetic Dentistry Gen4 Dental PartnersFront Office Associate - Richmond Hill Family & Cosmetic DentistryGAIn hometown communities, SGA Dental Partners is a beacon of positive energy, delivering the highest level of clinical excellence and patient-centered care. At Richmond Hill Family & Cosmetic Dentistry, you're not just taking the next step in your career, you're joining a team that values quality care, respect, and long-term success.
Assist Mgr Front Office Sage HospitalityAssist Mgr Front OfficeSavannah, GeorgiaFull timeEnsures the entire front desk team regularly calculates and/or posts monies, receipts, guest accounts and other forms of credit using accurate, proper cash handling methods and established procedures in order to present the customer with timely and precise hotel charges upon check-out and maintain accurate hotel records. Courteously answers inquiries and accepts reservations by accurately communicating hotel rates and information and by using suggestive selling techniques to sell room rates, increase occupancy and revenue.
NewAssist Mgr Front Office Sage Hospitality Resources LLCAssist Mgr Front OfficeSavannah, GAEnsures the entire front desk team regularly calculates and/or posts monies, receipts, guest accounts and other forms of credit using accurate, proper cash handling methods and established procedures in order to present the customer with timely and precise hotel charges upon check-out and maintain accurate hotel records. Courteously answers inquiries and accepts reservations by accurately communicating hotel rates and information and by using suggestive selling techniques to sell room rates, increase occupancy and revenue.
Front Office Assistant Amplifon USA, Inc.Front Office AssistantSavannah, GAWith a presence in 25 countries and 20,300 employees worldwide, we are a team of diverse, innovative talent dedicated to improving lives through customer experience. In this role, you will manage the customer intake process, support clinical operations, and drive store performance through effective schedule management.
Business Office Manager Surgical Care Affiliates LLCBusiness Office ManagerSavannah, GAAs part of Optum, SCA Health is redefining specialty care by developing more accessible, patient-centered practice solutions for a network of more than 370 ambulatory surgical centers, over 400 specialty physician practice clinics and numerous labs and surgical hospitals. Our work spans a broad spectrum of services, all designed to support physicians, health systems and employers in delivering efficient, value-based care to patients without compromising quality or autonomy.
Branch Office Administrator Edward D Jones & Co LPBranch Office AdministratorPooler, GAEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Business Office Manager (Full-Time) - Helena Square Navion Senior SolutionsBusiness Office Manager (Full-Time) - Helena SquarePort Royal, SCThe Business Office Manager touches many functions of the business and will oversee business administration, accounts payable/receivable, human resources, payroll, and other system-related business processes. Navion Senior Solutions, a leading provider of senior living, is seeking a Business Office Manager to join its rapidly growing team at Helena Square.
Medical Office Assistant - PRN-Float Medical University of South CarolinaMedical Office Assistant - PRN-FloatBluffton, South CarolinaMinimum Education and Experience: High school diploma or equivalency plus one year of patient care experience in a health care facility; or a Certified Nursing Assistant; or successful completion of a Nursing Assistant or Medical Assistant course at an accredited institution or equivalent training; or EMT or Paramedic certification; or a bachelor’s degree. Coordinate and participate in a variety of duties associated with the daily clinic preparation process, patient identification, patient check-in/out, charge posting, cash management, and patient appointment scheduling.
NewMedical Office Assistant Medical University of South CarolinaMedical Office AssistantSCThis position will also provide administrative coverage at the front desk of the Clinic including monitoring the clinic appointment line to include scheduling appointments for clients from outside medical, hospital, correction systems; answer multiline telephones; take payments from clients for clinical services, complete client registration, and documentation, schedule interpreters for clients. Minimum Education and Experience: High school diploma or equivalency plus one year of patient care experience in a health care facility; or a Certified Nursing Assistant; or successful completion of a Nursing Assistant or Medical Assistant course at an accredited institution or equivalent training; or EMT or Paramedic certification; or a Bachelor's degree.
Medical Office Assistant MUSCMedical Office AssistantBeaufort, South CarolinaThis position will also provide administrative coverage at the front desk of the Clinic including monitoring the clinic appointment line to include scheduling appointments for clients from outside medical, hospital, correction systems; answer multiline telephones; take payments from clients for clinical services, complete client registration, and documentation, schedule interpreters for clients. High school diploma or equivalency plus one year of patient care experience in a health care facility; or a Certified Nursing Assistant; or successful completion of a Nursing Assistant or Medical Assistant course at an accredited institution or equivalent training; or EMT or Paramedic certification; or a Bachelor’s degree.
Hotel Asst. Front Office Manager (Temporary) Sea Pines BrandHotel Asst. Front Office Manager (Temporary)Hilton Head Island, South CarolinaThis position supports daily front desk operations, serves as a role model for luxury service behaviors, and ensures that every guest interaction reflects attention to detail, anticipatory service, and genuine hospitality. As the first and last impression of the hotel, this role directly influences guest satisfaction, loyalty, and Forbes Travel Guide evaluations by ensuring every interaction feels elevated, intentional, and memorable.
Office Services Assistant, Temporary Baker Tilly Advisory Group, LPOffice Services Assistant, TemporarySavannah, GeorgiaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. New hire set-up - assign office or cubicle, retrieve name plates for offices or cubicles, IT tickets, new hire photo, badges, keys, new hire supplies, etc. and organize/clean out offices and cubicles of exiting team members.
Coordinator, Office Services Baker Tilly Advisory Group, LPCoordinator, Office ServicesSavannah, GeorgiaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. New hire set-up - assign office or cubicle, retrieve name plates for offices or cubicles, IT tickets, new hire photo, badges, keys, new hire supplies, etc. and organize/clean out offices and cubicles of exiting team members.
NewCompensation and HRIS Analyst - Office of Human Resources GovernmentJobs.comCompensation and HRIS Analyst - Office of Human ResourcesSavannah, GARequires a Bachelor's degree in Public Administration, Business Administration, or Human Resource Management or a related field; with three (3) years of experience in technical or professional human resources; or any equivalent combination of education, training, and experience. Attends meetings, conferences, workshops, and training sessions and reviews publications and audio-visual materials to become and remain current on principles, practices, and new developments and keeps management updated on such trends.
Korean Bilingual Office Admin - Entry Level BTI SolutionsKorean Bilingual Office Admin - Entry LevelEllabell, GeorgiaAt the Senior Specialist level, this position serves as a subject matter resource for billing processes, supports complex customer accounts, assists with process improvements, and helps train and guide junior team members to ensure operational accuracy and efficiency. This position plays a critical role in ensuring accurate and timely invoicing, maintaining operational records, validating billing and settlement data, supporting customer reporting requirements, and coordinating administrative activities between Operations, Finance, Customers, and Drivers.
NewClinical Lead Nurse (Office-Based Laboratory (OBL)) Medical University of South CarolinaClinical Lead Nurse (Office-Based Laboratory (OBL))Bluffton, SCUnder general supervision, the Clinic Lead Nurse provides individualized, goal-directed patient care to families and patients at the competent level utilizing the principles and practices of the nursing process; delivers safe and effective care and interacts with other members of the health care team to achieve desired outcomes. Current Basic Life Support (BLS) required, either a certification from an American Heart Association (AHA) BLS for Healthcare Providers (or AHA recognized equivalent) or an American Red Cross CPR/AED for Professional Rescuer and Healthcare Provider.
Clinical Lead Nurse (Office-Based Laboratory (OBL)) MUSCClinical Lead Nurse (Office-Based Laboratory (OBL))Bluffton, South CarolinaUnder general supervision, the Clinic Lead Nurse provides individualized, goal-directed patient care to families and patients at the competent level utilizing the principles and practices of the nursing process; delivers safe and effective care and interacts with other members of the health care team to achieve desired outcomes. Current Basic Life Support (BLS) required, either a certification from an American Heart Association (AHA) BLS for Healthcare Providers (or AHA recognized equivalent) or an American Red Cross CPR/AED for Professional Rescuer and Healthcare Provider.
Admin Spec - DHO Office (#018851) Ridgeland Correctional Institution, Ridgeland (JASPER) Level 2 State of South CarolinaAdmin Spec - DHO Office (#018851) Ridgeland Correctional Institution, Ridgeland (JASPER) Level 2Ridgeland, SC$30,700–$39,900 / yearAgency Specific Application Procedures: This position is recruited through governmentjobs.com only; You must apply online via the South Carolina Department of Corrections Career website www.governmentjobs.com/careers/sc/scdc to be considered as an applicant for this position. Under the general supervision of the Associate Warden of Operations, the disciplinary hearing recorder, will provide administrative support to the Disciplinary Hearing Officer (DHO).
Office Assistant Georgia Southern UniversityOffice AssistantSavannah, GAWith nearly 150 degree programs at the bachelors, masters and doctoral levels, Georgia Southern has been designated a Carnegie Doctoral/R2 "high research" university and serves more than 29,500 students from all 50 states, Washington, D.C., Puerto Rico, and more than 100 countries. With a focus on hands-on learning, Georgia Southern is supporting the demand for highly skilled workers by providing academic excellence and creative innovation in a supportive, student-centered environment that empowers the next generation of leaders to succeed.
Learning & Development Coordinator - Office of Human Resources City of Savannah GALearning & Development Coordinator - Office of Human ResourcesSavannah, GAThis position coordinates the City's employee learning and development initiatives aligned to strategic goals, supports the design and implementation of structured training programs and learning systems, facilitates training sessions, and evaluates effectiveness to ensure alignment with workforce needs and performance expectations. Requires a Bachelor's Degree in Adult Education, or related educational program; with one to three years of professional level experience in designing, conducting and evaluating formal employee training and development programs in the field related to assignment; or any equivalent combination of education, training, and experience.
Director of the Office of Institutional Engagement Georgia Southern UniversityDirector of the Office of Institutional EngagementSavannah, GA$70,000–$75,000 / yearReporting to the Assistant Vice President for Organizational Effectiveness, Leadership Development, and Engagement (OELDE), the Director of the Office of Institutional Engagement serves on the OELDE leadership team and provides leadership for campus-wide employee engagement programming, professional learning and development, organizational effectiveness, and continuous improvement initiatives. The Director provides leadership for the Employee Engagement Survey administration and action planning, the eLearning platform for employees, the universitys mentoring program, employee appreciation programming, and contributes to university-wide efforts in strategic planning, leadership development, and organizational effectiveness.
Delivery and Stocking Associate McNaughton-McKay Electric Company, Inc.Delivery and Stocking AssociateSavannah, GAWarehouse experience including knowledge of daily warehouse operations, inventory turns, material handling equipment assembly and bin building. General Summary: Inventories, maintains, and creates replenishment orders for assigned material bins at CAP account sites.
Dispensary Associate - Part Time Trulieve Cannabis CorpDispensary Associate - Part TimePooler, GAPhysical Requirements: While performing the duties of this job, the employee is: Constantly required to move/traverse throughout entire facility, including confined spaces; accurately communicate and exchange sensitive information and ideas with others, including members of the public; observe/inspect details at varying ranges; operate computing devices: Frequently required to manipulate objects of varying sizes and weights (e.g., products, packaging, tools, office machinery): push/pull objects up to 50lbs; lift/carry/position objects up to 50 lbs; ascend/descend stool/ladder/steps; position self and/or objects at floor level (e.g., crouch, stoop, kneel, crawl). Able to communicate in conversational English to work effectively with customers and team members, operate electronic equipment (computer, laptop), comprehend safety procedures, and utilize telecommunication devices.
NewLeasing Associate Roscoe Property ManagementLeasing AssociateBloomingdale, GAFocuses on securing resident retention in ways such as planning resident functions (i.e. parties, contests, etc.); attend after hours functions and participate as a host as needed. Conducts all functions necessary to close the sale, including making appointments, generating new leads, conducting tours, maintaining show rooms, and any follow-up necessary.
NewLee Wrangler - Sales Associate @ Tanger Outlets Savannah Kontoor Brands IncLee Wrangler - Sales Associate @ Tanger Outlets SavannahPooler, GA$12–$15 / hourKontoor Brands is a purpose-led organization focused on leveraging its global platform, strategic sourcing model and best-in-class supply chain to drive brand growth and deliver long- term value for its stakeholders. Key Responsibilities: Brand Experience/Customer Service: Embraces the brands by wearing the brands at work and having a passion for the Lee and Wrangler products.
Open Rank Faculty in Internal Medicine- Associate Program Director Residency Program Augusta UniversityOpen Rank Faculty in Internal Medicine- Associate Program Director Residency ProgramSavannah, GAMD, DO or equivalent from an appropriately accredited institution; Active license to practice in the state of Georgia or meet all eligibility requirements; Demonstrated expertise in Internal Medicine and at least one year of documented educational and/or administrative experience, or qualifications acceptable to the Review Committee; Current certification by the American Board of Internal Medicine (ABIM); Active and ongoing clinical activity relevant to the residency program and its training sites. The MCG educational experience is anchored by the main campus in Augusta, with regional clinical campuses for third- and fourth-year students across the state, and two four-year campuses located in Athens (in partnership with the University of Georgia) and in Savannah (in partnership with Georgia Southern University).
Engineering Associate 1 (Distribution) 4P ConsultingEngineering Associate 1 (Distribution)Savannah, Georgiapreferred - Knowledge of the Franchise Manual, Distribution Bulletins, Engineering Handbook/Specifications, Distribution Operating Procedures, ARC Flash Requirements, Metering Blue Book, Consistency Manual and the Financial and Business goals preferred –. · Education and Experience for an Engineer, Engineer Associate or Engineering Representative position: Engineer and Engineering Associate: • Bachelor's Degree in Engineering (From ABET Accredited School).
Full-Time / Part-Time Center Associate The UPS Stores of PoolerFull-Time / Part-Time Center AssociatePooler, GeorgiaThe Full-Time / Part-Time Center Associate delivers World-Class Customer Service to all of our customers by facilitating Packaging & Shipping Services as well as Small Office Solutions, including Computer-related Assistance, Printing/Finishing Services, Digital Design Services, Notary Public Services, etc. The Center Associate expertly advises our valued customers by providing accurate information on our array of products, services, and best-value options, and exhibits confidence through retained knowledge and best practices related to our industry.
Associate Dentist MaKai Consulting, LLCAssociate DentistRichmond Hill, GADiagnose & provide appropriate treatment, including restorative, crowns/bridges, root canals, extractions, implants, & cosmetic dentistry. Scope of Position : The Associate Dentist is responsible for delivering a distinctive patient experience to our established & growing patient base.
Early Morning Stock Associate Ross Stores IncEarly Morning Stock AssociateSavannah, GAPerforms cleaning tasks such as sweeping, mopping, dusting, wiping counters and mirrors, replenishing restroom supplies, and disinfecting high-touch areas including the front-end, sales floor and restrooms to help maintain merchandise, customer and Team areas. Expedites newly received merchandise receipts to the sales floor with a sense of urgency, merchandising all items per company best practice to the monthly presentation guidelines and maintaining merchandise/brand name familiarity within departments to assist Customers.
Retail Associate Ross Stores IncRetail AssociateSCPerforms cleaning tasks such as sweeping, mopping, dusting, wiping counters and mirrors, replenishing restroom supplies, and disinfecting high-touch areas including the front-end, sales floor and restrooms to help maintain merchandise, customer and Team areas. Expedites newly received merchandise receipts to the sales floor with a sense of urgency, merchandising all items per company best practice to the monthly presentation guidelines and maintaining merchandise/brand name familiarity within departments to assist Customers.
Associate Flex Selling Saks OFF 5THAssociate Flex SellingBluffton, SC$15–$17 / hourParticipate in the ongoing maintenance of the selling floor and fitting rooms, including re-sizing of fixtures, putting go-backs away, executing markdowns, and signing fixtures and windows where needed. Your Life and Career at Saks OFF 5TH: Be part of an empowered, innovative team; work with an adventurous spirit and a customer-centric mindset; play a critical role in making decisions that will position us to win.
Associate Flex Saks OFF 5THAssociate FlexBluffton, SC$15–$16 / hourROLE SUMMARY: Flex Associates assist the stores organization with workforce planning during periods when regularly scheduled full-time and part-time associates are not available due to planned absences such as vacation, or unplanned absences such as illness. Participate in the ongoing maintenance of the selling floor and fitting rooms, including re-sizing of fixtures, putting go-backs away, executing markdowns, and signing fixtures and windows where needed.
Clinical Research Associate (CRA) - Oncology (Remote) Merck & Co IncClinical Research Associate (CRA) - Oncology (Remote)Savannah, GARemote$96,200–$151,400 / yearConducts site visits including but not limited to validation visits, initiation visits, monitoring visits, close-out visits and records clear, comprehensive and accurate visit & non-visit contact reports appropriately in a timely manner. Works in partnership with GCTO country operations, finance, regulatory affairs, pharmacovigilance, legal and regional operations, HQ functional areas and externally with vendors and IRB/IECs and Regulatory Authorities in support of assigned sites.
Inventory Control Associate WayfairInventory Control AssociatePort Wentworth, GA$24.25–$26.25 / hourMaterial Handling Equipment (MHE) Operation: Safely operate various MHE, including Order Pickers (Cherry Pickers) and Reach Trucks, to access and move stock for cycle counting, quality checks, and inventory resolution, often at high elevations. Location: Port Wentworth | Department: Inventory Control / Quality Assurance | Job Type: Full-time | Pay: $24.25 - $26.25 About the Role: Your Impact As an IC Warehouse Associate, you are the guardian of inventory integrity and product quality within our fulfillment network.
School Front Desk Associate Bridges Preparatory SchoolSchool Front Desk AssociateBeaufort, SCFull timeKey Competencies Situational Awareness – proven ability to remain highly observant, spot unusual behavior, recognize potential safety hazards in a high traffic environment. This position requires a friendly, organized, and vigilant front desk associate to serve as the first point of contact for students, families, staff, and visitors.
Associate Director - Financial Aid Savannah State UniversityAssociate Director - Financial AidSavannah, GA$55,000–$65,000 / yearReporting to the Director, the Associate Director of Financial Aid provides comprehensive counseling and advising to students and families regarding financial aid eligibility, application procedures, funding programs, educational costs, debt management, and financial planning while tailoring guidance to individual circumstances to support student success. Maintain a working knowledge of all federal, state, and University programs administered by the Financial Aid Office while staying abreast of all changes in federal, state, and University policies, rules and regulations by reading aid literature and attending various training sessions.
Client Associate Rockefeller Capital ManagementClient AssociateBluffton, South CarolinaFull timeOriginally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The ideal candidate is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Delivery Medical Associate (Med Delivery) Your Health OrganizationDelivery Medical Associate (Med Delivery)Bluffton, SCWe are a leading physician group serving South Carolina and Georgia, dedicated to delivering quality healthcare directly to patients in care facilities, homes, clinics, and virtual visits. As a Delivery Medical Associate (Driver) at Your Health, you will be responsible for the safe and efficient transportation of durable medical equipment to healthcare facilities and patients' residences.
Account Associate - State Farm Agent Team Member Meridth Lamas - State Farm AgentAccount Associate - State Farm Agent Team MemberSavannah, GAFull timeROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Meridth Lamas - State Farm Agent, you are vital to our daily business operations and customers’ success. Vincent’s Academy and support volunteer efforts including Relay for Life, Second Harvest, Folds of Honor, and the Frank Callen Boys & Girls Home.
Account Associate - State Farm Agent Team Member John Smith - State Farm AgentAccount Associate - State Farm Agent Team MemberSavannah, GAFull timeROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for John Smith - State Farm Agent, you are vital to our daily business operations and customers’ success. If you're comfortable learning new systems, enjoy helping people, and take pride in staying organized and accountable, we'd love to meet you.
Account Associate - State Farm Agent Team Member Christian Davis - State Farm AgentAccount Associate - State Farm Agent Team MemberOkatie, SCFull timeROLE DESCRIPTION: Joining Christian Davis - State Farm Agent as a Account Associate - State Farm Agent Team Member means becoming an essential part of a growing and customer-focused insurance agency. Team members enjoy great perks, including annual travel incentives, early Fridays with a 4:00 PM close, monthly agent-paid lunch outings, and fun promotions and incentives throughout the year.
Account Associate - State Farm Agent Team Member Geoff Del Forn - State Farm AgentAccount Associate - State Farm Agent Team MemberSavannah, GAFull timeROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Geoff Del Forn - State Farm Agent, you are vital to our daily business operations and customers’ success. While I loved coaching and developing people, I was drawn to agency ownership because it gave me the opportunity to put down roots in a community, build lasting relationships, and help people protect what matters most.
Help Desk Associate Citi Trends, Inc.Help Desk AssociateSavannah, GAThis includes but is not limited to Point of Sale, Merchandise Management, Networking and Telecommunications, Stores Security Systems, HR Systems, Wireless equipment and all of the software and hardware used to support these systems. The Help Desk Associate I will play a critical role in building a positive work culture, driving employee involvement, and supporting change management efforts within the retail organization.
Warehouse Associate SRS Distribution Inc.Warehouse AssociateSavannah, GAPosition Purpose: The purpose of the Warehouse role at SRS Building Products is to manage the receiving, stocking, and distribution of materials, equipment, and products within the warehouse and branch settings to effectively serve our business customers. Should a Candidate be submitted to fill a position by a recruiting or staffing services agency ("Agency"), the Company has no obligation to pay the Agency any fee for submission, offer, placement or any service without a fully executed contract of service covering the engagement.
Financial Advisor Associate - Bluffton, SC The Toronto-Dominion BankFinancial Advisor Associate - Bluffton, SCBluffton, SC$61,880–$92,560 / yearThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.