Job Responsibilities
Enroll clients in retirement plan. Sell additional products,
including life and long term care insurance, IRA's, mutual
funds, and annuities. Conduct annual reviews with existing
clients. Service accounts as needed.
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Uppers
Helping others. Flexible schedule
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Downers
People are wary of the financial service industry in general
after some of the recent scandals. Takes time to build trust
relationships.
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Lifestyle
Generally business hours (9-5:00) but this is flexible. Can work evenings and
weekends if want to better accommodate clients. Depending on territory, travel
can be extensive. Professional dress is appropriate (suit, skirt).
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Compensation
Base salary of $18,000/year plus commissions. Bonuses
available. Can purchase medical, dental, vision insurance. 401
(k) plan. Stock options
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Advice to Jobseekers
It will take time to build a good foundation of clients and
business. Can start off very slowly. Always take care of your
clients. There are more and more financial service companies
out there--even local banks are now offering investment
options. As a result, this field is more competitive than it
once was.
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