James Muckell
Operations Manager/ Financial Representative at Cornerstone Financial Associates
- Role
- Operations Manager Financial Representative at Retiremd
- Location
- Wayne, NJ, US
- LinkedIn followers
- 500 followers
About James Muckell
Highly motivated and dedicated professional with over 10 years of operations and…
Experience
Operations Manager Financial Representative
May 2021 — Present · Morristown, NJ, US
Assist Advisors in the development of comprehensive retirement action plans, ensuring alignment with client objectives and financial goals.• Record and compile detailed notes from client meetings to inform the creation of retirement action plans, social security maximization reports and recommendations for investment products.• Prepare and manage the submission and follow-up of new business applications, facilitating accurate policy issuance and timely compensation for advisors.• Create and manage a comprehensive document tracking system to monitor monthly and annual production metrics for independent advisors, facilitating goal assessment and strategic planning.• Revise and optimize company procedures, enhancing the efficiency of the agent onboarding process.• Administer contracting and licensing operations, ensuring compliance and organizational efficiency.
Education
Nyack College
Bachelor of Business Administration - BBA
2004 — 2009
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