營業時間
-
星期日
上午6:10 - 下午10:00
-
星期一
上午6:05 - 下午10:00
-
星期二
上午5:55 - 下午10:00
-
星期三
上午6:00 - 下午10:00
-
星期四
上午6:00 - 下午10:00
-
星期五
上午6:00 - 下午10:00
-
星期六
上午6:00 - 下午10:00
公司資訊
Life insurance and health insurance and financial services團隊組成
Crystal seeton
Jessica Phillips
Appointment setter
熱門服務
Appointment for New Client
90 分鐘
Intake appointment to overview benefit options
Appointment for current client
90 分鐘
Apointment to do an annual review or policy service with current client
Policy save appointment
90 分鐘
An appointment to help a current client reconcile their policy
Interview
15 分鐘
Time set aside for an interview with prospect
Appointment for Retierment and wealth management
90 分鐘
Appointment to review wealth management and planning for IUL and Annuities and Stocks
Policy services
60 分鐘
An appointment to help a client with any policy services they man need
Call and follow up with client
30 分鐘
Book this when you need to follow up with a client for something via the phone
評論
0 客戶評論