Sentences with phrase «potential policy consultant»

Not exact matches

When you have a business policy through Erie Insurance, you'll also have access to a variety of resources, including assistance from a risk control consultant who can help you evaluate the potential risks your business faces and then recommend measures you can take to help reduce those risks.

Met with potential [company name] Consultants to inform them of policies and processes to grow personal team.

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients

Dean Morgan K.K. 2006 Strategy and Business Development Consultant • Provided detailed pre-acquisition strategic analysis and financial projections which led to successful purchase, expected synergies, and company growth • Aided key members in the formulation of integration strategies, including HR, training, and staff policies • Collaborated in the development of spin - off plans for software service business, resulting in a strategic JV with growth potential