Dave Christy - State Farm Agent

• Engage with prospective customers through calls, emails, and texts. • Develop and maintain a pipeline of potential new business opportunities. • Schedule and conduct follow-up interactions to support acquisition goals. • Track activity and report progress toward established objectives. • Maintain compliance with office and regulatory procedures.

• Provide investment options and consult securities to customers. • Conduct financial needs analysis and recommend investment products. • Manage customers portfolios and provide ongoing support. • Stay updated on market trends and regulatory changes. • Conduct presentations and seminars on investment topics. • Maintain accurate records of transactions and customers interactions. • Ensure compliance with industry regulations and standards.