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- healthcare industry
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- client service
- Oracle
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- bookkeeping
- customer satisfaction
- analytical skills
- SEC reporting
- Client-facing
- lead generation
- work-life balance
- client-centric
- sales
- clients
- financial goals
- insurance companies
- commission only
- database management
- T-SQL
- Alpharetta
- career growth
- investment
- accounting
- Series 7 License
- supportive team
- unlimited earning potential
- commission-based
- investment products
- remote
- FINRA
- retirement savings
- business development
- capital projects
- client relationships
- investments
- economic analysis
- technology
- SAP
- FICO
- government contracting
- Deltek CostPoint
- CPA
- Enrolled Agent
- proposals
- Private Equity
- FP&A
- strategic finance
- US GAAP
- employee benefits
- underwriting
