As the Director of New Business at WealthBridge Financial Group, Susan Rosenberg is a highly skilled and experienced professional who plays a critical role in ensuring that clients receive the best possible service. With a deep understanding of the industry and a passion for helping clients achieve their financial goals, Susan is responsible for tracking the status of applications from submission to issue and delivery.
In her role as the liaison between agents and the home office, Susan oversees all aspects of the application process, including underwriting, billing, commissions, and contract changes. She works closely with agents to ensure that all necessary paperwork is submitted on time and that any issues are promptly resolved.
In addition to her work on new business applications, Susan is also responsible for ordering required exams and labs and tracking the receipt of required APS records. Her attention to detail and expertise in these areas has been invaluable in helping clients navigate the often complex process of applying for life insurance.
Susan is a dedicated and passionate professional who is committed to providing exceptional service to clients. She has a proven track record of building strong relationships with agents and clients alike, and her expertise in the financial services industry has made her an invaluable member of the WealthBridge team.