As the Client Relations Associate, Loraine’s responsibility is to work with potential clients and provide exceptional support throughout the process of setting up a self-directed retirement account. Her job is to ensure client’s satisfaction by establishing rapport, showing empathy and emphasizing excellent customer service.
She also connects with potential clients through social media and online forums with the latest news and updates on self-directed retirement plans. Loraine also oversees the promotion and invitation for different webinars and live events. Her goal is to continue to provide excellent communication to potential and existing clients and to ensure every client has a great experience at Sense Financial.