Paul Dorfmeier

• Assist participants with setting up employer plans.
• Review investment strategies and assist with retirement planning.
• Set appointments with Financial Consultants to accomplish retirement goals and investment strategies.

• Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
• Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
• Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
• Met with members to understand goals and recommend solutions to fit specific needs.

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