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Guys, I am looking to switch to SAP technology (Not happy with my current tech)
YOE: 4.1
Can anyone suggest me which is the best SAP module for the starters like me, which is quite easy to learn and also has a decent package considering my experience.
And also add any online courses you found helpful. Thanks in Advance Tata Consultancy Capgemini Accenture.
Which Big4 has the best health insurance ?
Facebook (Meta) Hey there! I’m interested in applying for the Rotational Product Manager role at Facebook/Meta. I’m currently working as both a Senior CSM and a Product Specialist at a Health-Tech company. Would anyone be willing to offer a referral (I feel weird making this post, but, he we are haha). Happy to chat if needed. Appreciate your help :)
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I guess I am old school: Proposals usually created with the wholesalers. I use Salesforce to track the client and interaction (I found spreadsheet on excel can be the easiest for me to track open cases)
What's holding you back?
Looking for something that's better.
Can you elaborate a little more? Are you asking for a platform that you feel is better ?
Sure @pru. I'm looking for a landing page that shows all the 401k business an FA has. Perhaps a CRM attached to it and tools to make the RFP process streamlined.
I've actually been working with a data aggregator to figure out if software could be built. It really comes down to the service providers allowing a security token to be sent from an outside program and then accepting it for security purposes. I was an engineer prior to being an advisor. Just like numbers I guess ;-)
Cash value life insurance is always a good way to go.
@NY Life your response makes zero sense
As a 401k focused advisor, I can tell you it is very hard to find someone a software that does this. So.e large B/D's have them because they only work with certain partners and built their own proprietary software around it. Personally what I dobis, and we have about 8 401k providers we work with is have a chrome window open with all 8 providers. When you go to look at one click the tab you need, do what you need to do, and log out. If you find a software that can integrate and pull the data from the providers please let me know because it would save me so much time.
@kingsview thanks for your reply. Seems like we discovered a need in the marketplace! The company that I referenced does what you mentioned to some degree but it's not the answer as you still need to upload a ton of data and log into the providers sites still.