Job Title: Insurance & Investment Advisor
Type of Company: I am self employed with a staff of three and two associates
Education: BA, American University Masters in Public Administration, NYU
Previous Experience: Hospital Administrator at major teaching hospitals through '70's, in financial services business since 1980.
Job Tasks: I am a service provider. People need guidance and a road map to meet their financial goals. I meet with them and identify their goals and objectives such as when they want to be financially independent, how much they will need for that to happen, while saving for children's education and living in today's world.
I work with individuals, small businesses, high net worth individuals through their attorneys and accountants, and not-for-profit health care facilities. This diversity of clientele provides me with a vast knowledge base of employee benefits, tax efficient savings methodologies, charitable tax planning, estate planning, deferred compensation and executive benefit planning.
Additionally, I am actively involved in providing health insurance for small businesses. This, as we all know, is a very controversial and technically challenging arena for employers and employees alike. It is my job to customize the most cost efficient programs for both groups. On an annual basis I am asked to measure the cost-benefits of health plans to assure that the costs are kept as low as possible.
This last aspect of my work keeps me up to date on the Health and Medical Insurance world with my clients interests kept in focus.
Best and Worst Parts of the Job: I cannot characterize any aspect of my work as "worst". While there are parts that I like the least including the service work, I am forever grateful for the trust and confidence that my clientele put in me to protect their families and businesses. The best aspect of my work is that I am self employed and can work as hard as I want and reap the associated rewards from this.
Job Tips: The main piece of advice to enter the financial services industry is to have patience. The second part is to absorb as much knowledge as you can. It takes 3-5 years to build a business and my experience is that it will take at least that to build a successful career.
Additional Thoughts: I have been surprised that I cannot control people's buying habits. I cannot control people's fears and adversities. I cannot predict when people will need me - the fact is that everyone does at some time in their life. It is this fact that has driven me for almost 29 years.
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