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A Place for Mom Photos
RecommendsApproves of CEO
- Work/Life Balance
- Career Opportunities
- Comp & Benefits
- Senior Management
You can make your schedule flexible, but you need to work over 40 hours to make this job work for you. Expect to put in 60-70 hours your first year. The families love your help; it is very reqarding.
I don't think a lot of new advisors coming on board quite get the resources that are available to families so developing trust is key. You have to be the expert. Many people are hired from a sales background with little to no senior background work so they tend to be money and numbers driven which is not what this field is about. The sales process is extremely slow which is to be expected in this kind of sales.
Advice to Management
Manage is great! They listen to what we say and try to take what we say and implement it. I think they do a great job.