Fun workplace with a high intensity attitude
Financial Representative (Current Employee) – Boston, MA – June 15, 2018
The typical day varies greatly since every agent's schedule is left completely up to themselves. Personally, I would make dials in the morning as I tried to get in touch with referrals and other contacts, followed by meetings in the afternoon, and finally bookkeeping matters before I went home.
I have worked in two different offices, with the first having a wonderful atmosphere of friendship and support, and the second being slow and somber.
While agents do not have bosses, I have had multiple mentors, all of whom have been supportive, available and helpful.
I found setting meetings with people you know (even those you know well) with the hopes of talking about personal finances to be quite difficult.
Freedom of schedule, high revenues very possible
No salary, "figure it out" nature of job