Financial Advisor (Current Employee) – New York, NY – September 24, 2016
The finest life insurance,financial products in this market today. Mgmt is superior, great culture. Excellent training. Sales leaders in this are very proffessional. If you dedicate yourself you will come out on top.. making appointments. Twice a week training Mgmt knows how to teach Hardest part of the job is the administrative compliance And the best part of my job is to educate my propects and write contracts
S.E.C.& State dept of insurance, administrative compliance is crazy.
Financial Advisor (Current Employee) – New York, NY – June 20, 2013
Builds and Maintains client relationships, while recruiting new clients on a continuing basis Conducts Financial Needs Analysis in order to build and recommend a financial plan to meet a client’s wants and needs Designs presentations on recommended financial plans in order to educate clients on various financial products including Term and Permanent Life Insurance, Disability Insurance, Fixed and Variable Annuities, Pension Plans, and College Saving Plans Conducts Financial Analyses to compute efficacy of financial plans and make necessary changes regularly