A typical day at work consists of identifying and removing barriers to financial success for many clients. This is done through proactive conversations, appointments, and seminars.
This position has provided me with increased investment knowledge, becoming confident and assertive with every interaction.
The management on a branch level is excellent, they provide us with room for learning. The management on a national level is very disoriented and confused. They seem to have too many cooks in the kitchen with policy changes almost on a weekly basis. They do not seem to provide associates with the time for a specific policy to develop.
The co-workers in the small office environment are very amenable. They provide assistance when needed.
The most difficult part of my position is being able to juggle the assets that need to be gathered to reach our goal and the very odd tracking system that we must follow. For example: "You must have 13 closes and approximately 1.5 million in closes, but you must also have 15 outbound attempts and 10 sales dialog contacts."
So as you see, even if you reach your goal of providing the ultimate goal, you are still reprimanded by corporate for not reaching your "contact" goal.
The most enjoyable part of the job is knowing that the client walked away learning something.