Dominic Gonzalez
Division Leader @Primerica
Signup · Get unlimited contacts
WORK HISTORY
Division Leader @Primerica
Santa Fe Springs, CA, US
Responsibilities include- Provision of financial plans and advice based on a client(s) complex and specific situation- Preparation and management of client budgets- Setting up investment accounts, such as Roth IRAs, retirement accounts, 529 College Savings Plans, non-qualified accounts, and minor accounts, for clients - Issuing life insurance policies for clients- Educating clients on investing and insurance- Reviewing and interpreting financial documents such as investment statements and Life Insurance policies- Maintaining the privacy of sensitive client information- Supporting the management of client meetings- Work with product vendors to prepare plans and explain products clearly, compliantly, and effectively.
SKILLS
ABOUT DOMINIC GONZALEZ
My experience in real estate development, economic/community development & urban…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.