Bringing lunch to work, even two or three times a week, cuts down on food costs, said Susan M. Cooper, a certified financial planner and manager of the New York metro branch office of AXA Advisors.
AXA Advisors纽约办公室的注册理财规划师、经理Susan M. Cooper建议大家至少每周两到三次自带便当上班。
To work with insurance sales manager and branch manager to plan for insurance sales activities.
负责与销售经理和支行行长共同配合和规划支行的保险业务和相关销售活动。
To work with insurance sales manager and branch manager to coach, train and guide RM/PBs on the holistic financial planning and needs based selling skills.
负责与保险销售经理和支行行长共同配合对支行理财经理在综合理财规划和需求为导向的保险销售技能技巧方面进行培训，辅导和指导。
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