Software Proficiency: Experience with CRM (SalesForce/Wealthbox/Redtail), Google Suite(Email,Text,GoodgleSheets,Document sharing),Electronic phone systems(Vonage, RingCentral), Virtual Meetings (Zoom,GoogleMeet) financial planning software (eMoney/MoneyGuidePro), and portfolio management tools, Familiar with AI Tools such(Gemini,ChatGPT). Client-Centric Duties & Responsibilities Medicare, Financial Planning & Wealth Management Support : While the lead advisors design the financial plans, the Client care Agent executes the paperwork required to make those plans a reality by guiding new clients through the transition.