Job Responsibilities
I spend 50% of the time on administrative type activites. Other
time is spent handling client questions, opening new products,
servicing accounts, providing financial solutions to people
rathern than soliciting products.
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Job Requirements
I would most definitely recommend that someone obtain a
bachelor's from a 4-year accredited university. It was not
crucial for me to obtain a degree in business to achieve success.
However as I have grown in the company, an MBA will help me
understand all of the detailed processes that support main
functions within financial services.
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Uppers
People, people, and more people. It is an excellent opportunity to network with
the community while becoming more profitable as a company.
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Downers
Losing a valued client.
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Lifestyle
50 hours per week/ usual. Little travel now, business attire always, great
opportunity to meet people of all backgrounds, experiences, etc.
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Compensation
$58,000 per year.
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Advice to Jobseekers
Be diligent, be specific, and follow-through on all that you say
you are going to do.
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