Alixandria Love
Life Coach

Meine Dienstleistungen

Arbeitserfahrung
Associate Advisor
Agape Wealth • Vollzeit
Oct 2023 - Aug 2026 • 2 yrs 10 mos
-Passed the Series 65 and became a registered investment advisor in Louisiana, Texas, and Mississippi -Gained licensing for life, accident, and health insurance for Louisiana -Created case designs in the form of income plans for clients with multimillion-dollar investments -Made annual reports for all clients and other reports as necessary -Maintained communication with clients, prospects, and leads via social media and email marketing -Coordinated the trademarking of the brand logo and podcast and implemented required adjustments -Communicated the needs of my advisor with the Investment Advisor for TV shoots and broadcasts -Scheduled meetings and used proper phone skills and etiquette with clients, prospects, and leads -Hosted a webinar with food delivery for 40 prospects in South Louisiana -Led the compliance audit for the company regarding technology, social media, gifts, and receipts