Sentences with phrase «other personal financial goals»

Many of these individuals and families have inadequate or no life insurance coverage, and may also be in need of assistance with saving for retirement and other personal financial goals.

Experts say that you should have about six months» worth of expenses set aside in an emergency fund, and that doesn't include the money you save and invest for retirement, college expenses, and other personal financial goals.

Not exact matches

Despite missing the mark on your figures, other calculators and tools such as Personal Capital and Financial Engines give me a «very likely» chance of hitting my goal retirement date and income.

After helping others achieve their own financial goals for more than a decade, I was ready to focus on helping others achieve their personal fitness and health goals.

Figuring out what you should be spending on your home to keep you on track for your other financial and personal goals is the first step.»

«Mentor Daddies» — Known for providing support in professional and other aspects of a sugar baby's life beyond the dates, or financial aspects alone, these SD's get a kick out of seeing their SB's through to their individual pursuit of personal goals.

All in all, an investor must weigh these goals against each other depending on his / her individual preferences as well as personal and financial circumstances.

The debate between renting and buying is very popular, and based on your current financial standing and other personal reasons or goals, you may choose to rent.

With around $ 8 billion in total private student loans in the United States, lawmakers want to find a way to help these borrowers get on track with their debt and also wipe it off of their credit reports so they can achieve other personal and financial goals in the future.

All in all, like any other investment, the practice of using laddered CDs depends entirely on your personal financial goals.

Find out if and how your advice will be updated, in particular, if your investment timeline changes, your financial goals shift or there are other changes to your personal circumstances.

Setting financial goals and discussing them with your spouse or significant other is a great way to hold each other accountable to your personal finance plan.

In other words, you can use a OneMain Financial personal loan to reach just about any goal.

Helping our clients to achieve their legal, financial and personal goals through expert legal services or referrals to others who have the necessary expertise.

Other needs may come to light with newly acquired assets such as a new home, or changes in lifestyle and overall personal development and financial goals.

Mom and dad have other personal and financial goals than supporting you and you'll never know what you can be if you stay comfortable.

Just think what works best for you in terms of your personal and financial goals, decide your money - making strategy, and go for it before others do!

Additional responsibilities of the Banking Customer Service Rep include: • Handling cash and processing customer transactions • Initiating conversations with customers to uncover their needs and referring them to the appropriate business partners to meet personal and financial center referral and sales goals • Personally maintaining a balancing record, finding and correcting errors and asking for help in this process as needed • Handling customer issues with professionalism and seamlessly directing complex issues to management staff • Maintaining up - to - date knowledge of financial center policies, procedures, products and services • Performing daily office responsibilities alongside other staff members to maintain the efficient operation of the financial center.

Additional responsibilities of the Lead Customer Service Representative include: • Initiating conversations with customers to uncover their needs and referring them to the appropriate business partners to meet personal and financial center referral and sales goals • Personally maintaining a balancing record, finding and correcting errors and asking for help in this process as needed • Handling customer issues with professionalism and seamlessly directing complex issues to management staff • Training and developing new and current Customer Service Representatives and identifying other Customer Service Representatives who are capable of training new staff members • Monitoring operations behind the Customer Service Representative line, delegating work and taking issues to the Customer Service Manager as needed • Acting as the contact person for financial center personnel in regards to Customer Service Representative activity, answering questions and helping management to keep Customer Service Representatives up - to - date on all changes • Maintaining up - to - date knowledge of financial center policies, procedures, products and services

Still others resolve to meet personal, financial or business goals.

When you work in the finance field as a personal adviser, you can create a substantial income while helping others to realize their financial goals as well.

Develop compelling and innovative customized wealth management products and services that include Banking, Investments, Credit (commercial real estate and secured and unsecured consumer lending), Financial Planning, Insurance Services, Business Succession Planning, Titling of Assets and other available banking services based on clients» unique personal / business goals and objectives.

Event Meeting Coordinator — Duties & Responsibilities Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Responsible for varied special event coordination from conception to implementation Oversee event logistics including audio / visual technology, venue, catering, and travel arrangements Manage volunteers and junior staff members ensuring effective, efficient, and professional operations Design and implement strategic business plans, integrated marketing campaigns, and research initiatives Set and strictly adhere to departmental budgets and timelines Create, launch, and manage «Homeowners Helping the Homeless» a nationwide financial assistance program Recognized for excellence as a relator, sales executive, and customer service specialist Represent company brand with poise, integrity, and positivity Consistently meet or exceed sales goals through networking, in personal sales, and other tactics Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen relationships with key clients, partners, and community leaders Provide exceptional customer service resulting in client satisfaction and repeat business Perform all duties in a professional and courteous manner

Account Representative — Duties & Responsibilities Experienced manager with a background in purchasing, inventory, customer service, accounting, and sales Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Set and strictly adhere to departmental budgets and timelines Consistently meet or exceed sales goals through networking, in personal sales, and other tactics Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen relationships with key clients, partners, and community leaders Oversee $ 8.9 million company inventory, supply, and purchasing operations Achieve fill rate performance of 95.7 % in 2010 Oversee varied material purchasing while constantly analyzing market and pricing trends Review proposals, negotiate prices, select suppliers, and oversee purchasing / delivery logistics Responsible for forecasting, requirements analysis preparation and execution, RFP processes, bid analysis, negotiations, and contract awards in accordance with company guidelines Provide financial oversight of accounts receivable, payable, and general ledger ensuring profitable operations Serve as departmental liaison for corporate Diversity and Inclusion initiative Represent company brand with poise, integrity, and positivity

Figuring out what you should be spending on your home to keep you on track for your other financial and personal goals is the first step.»