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© All Rights Reserved. ApplyBlast.com
DYNAMIC SERVICE
A Digital Portfolio Planner in the retail life insurance sector will attract, acquire, and retain clients by designing and implementing tailored financial plans that support their financial wellness. The role focuses on engaging prospects through phone and digital channels, conducting needs analyses, and providing advice on insurance and investment solutions in line with the company's growth strategy.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for DYNAMIC SERVICE.
DYNAMIC SERVICE didn’t post a salary, so this is our estimate from similar listings.