Definition of «financial agent»

A financial agent is an individual or organization that acts on behalf of another person or entity in managing their finances. This can include tasks such as handling money transactions, investing funds, and providing advice on financial matters. Financial agents may work for individuals, businesses, or other organizations, and they are typically paid a fee or commission for their services.

Sentences with «financial agent»

  • The cost of hiring a qualified financial agent can help offset any potential costs incurred from filing errors or tax return mistakes. (mybanktracker.com)
  • SUMMARY OF QUALIFICATIONS * Top three in region in AWA (Average Weekly Production) 2017 * President's Club 2014 based off of office growth, employee retention and sales volume * # 2 General Manager in the Nation for Securian Financial in 2012 * New financial agent of the year 2009 and 2010 * Improved the underwriting «Turn - Around» time for new business that positively impacted productivity by 133 percent * Improved processes... (members.climber.com)
  • To Torque Earnest Recruiting Officer Human Resources Department Colorado State Financial Agents Denver Colorado (bestsampleresume.com)
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