Customer Support Specialist (Insurance and Investment) What is Equisoft? Equisoft is a global provider of advanced... (LinkedIn Learning, LOMA Courses and Equisoft University) Role: The Customer Support Specialist (Insurance and Investment) reports...
. Ability to work both as part of a team and independently. Nice-to-have Investment and insurance industry knowledge..., your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans...