SS Jena & Associates Financial Planning Division Organizational Structure

This mind map offers an inside look into the organizational structure and operational priorities of the financial planning division of SS Jena & Associates. It presents the firm's vision of securing the financial future of individuals and families, underpinned by values of honesty and need-based selling. The role of the office executive is described, including tasks in office administration, marketing support via social media channels, and client servicing. The map highlights the importance of revenue generation and exceptional customer service as key priorities, alongside various reporting duties to support new business and appointment generation.

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• SS Jena & Associates Financial Planning Division Organizational Structure

  This mind map offers an inside look into the organizational structure and operational priorities of the financial planning division of SS Jena & Associates. It presents the firm's vision of securing the financial future of individuals and families, underpinned by values of honesty and need-based selling. The role of the office executive is described, including tasks in office administration, marketing support via social media channels, and client servicing. The map highlights the importance of revenue generation and exceptional customer service as key priorities, alongside various reporting duties to support new business and appointment generation.