Mitzie James

My job entails contacting various customer lead opportunities. Setting appointments for the Financial Advisor and assisted opening accounts whether for Life Insurance, Annuities and Brokerage accounts.

• Strengthened brand identity with consistent messaging across various platforms including print, digital, and social media channels.
• Proofread marketing collateral ahead of printing to eliminate errors.
• Maximized event attendance with thorough planning, promotion, and logistics support for conferences, webinars, or workshops.

• Fielded customer questions regarding available merchandise, sales, current prices and upcoming company changes.
• Provided primary customer support to internal and external customers.