uFinancial

www.ufinancialgroup.com

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18 days ago

Financial Services Representative

UFINANCIAL Group Lancaster, PA +3 locations

• Prospecting for clients through networking and referrals • Developing and maintaining long-term relationships… CareerBuilder


uFinancial Reviews

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    I had a very postive intern experience

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Anonymous Employee in Exton, PA
    Former Employee - Anonymous Employee in Exton, PA

    I worked at uFinancial as an intern (less than an year)

    Pros

    Gained a great deal of experience, shadowed senior advisors, did a lot of hands on work and was able to create a client list of my own

    Cons

    With such a limited time, it was challenging to produce an actual sale. We were taught about products, but not in a manner that made it easy to recall when presenting to clients

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