Good workplace for people with connections
Financial Advisor (Current Employee) – Rochester, NY – October 28, 2018
I learned a lot about financial services including, but not limited to: life insurance, disability insurance, fixed and variable annuities, long-term care insurance, investments, and group benefits, including 401k/403b retirement plans.
A typical day at work would consist of meeting with prospects and/or clients or trying to book meeting with prospects and/or clients. Other daily tasks include running illustrations/proposals for aforementioned products. Meetings for training and development.
Workplace culture is good. Friendly and helpful staff.
Overall Management is fantastic, local management is hit or miss.
The most enjoyable part of the job is making a direct impact on the financial well-being of the people you interact with.
write your own schedule
very limited help with obtaining prospects/clients and starting up