Gini Partin

• Assisted teachers in understanding retirement options such as FRS, 403b, 457 and more.
• Participated in events at schools to prospect and assist Teachers with financial questions and needs. .
• Prepared necessary paperwork to various carriers complying to each of their specific requirements.
• Served as Liaison between processors, contra firm, and Third Party Administrators and client. Ensuring the transfer of funds in a timely manner.

Educated prospects on insurance products and wealth management to enhance financial literacy.

Networked and formed business relationships with acquaintances and formulated financial plans according to each person's specific needs.

Cultivated a book of business from zero to over a $ million in investment clients in addition to life insurance policyholders.

Networked to Introduce financial services and financial literacy to small businesses.

Developed "bundled packages" of services to meet the specific needs of each client.

Provided payroll services, accounts payable, accounts receivable, month end reporting, year end and tax planning as well as collections services to approximately 12 clients.