• Organize and maintain complete client files including applications, policies, and supporting documents. • Maintain and update a master list with policy issue dates for annual reviews and check-ins. • Handle client service requests (bank changes, beneficiaries, address updates), reviewed with Milind prior to completion. • Contact prospects to schedule initial meetings and perform timely follow-ups. • Coordinate application meetings and follow-up communications. • Maintain closing files for prospects and reopen as needed. • Collaborate with Milind on scripts and email communication templates. • Maintain monthly correspondence logs. • Oversee compliance tasks including ACM, FINRA, product training, and quarterly attestations. • Support branch visits and compliance documentation. • Work with Milind to implement a system for tracking and completing compliance tasks. • Request policy illustrations from the Agency. • Gather and document essential client details. • Create and update PowerPoint presentations. • Schedule meetings (aligned with prospect responsibilities). • Assist with applications, underwriting, delivery, and payment processing. • Provide support for 401(k) & pension plans as needed throughout the year. • Maintain updated list of 401(k) & pension clients and their plan contacts. • Create review checklists per record keeper requirements. • Develop an outreach calendar for ongoing client communication and review cycles.