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Answer: Broadridge is a large, sound company that's very good at all they do. I personally know quite a few folks that work or have worked there, I have a very good grasp of their product suite and how those tools help advisors and firms grow. There's an inherent comfort level that would help adjust to a new role and firm, the people, and processes. Additionally, I have been on the other side of not having access to those very same tools, so nobody knows more than I do how important some of the reports and benchmarking and an analysis is for everyday operations and building a successful business. Broadridge also does so much across so many facets of the industry that there's plenty of upward and outward opportunities to grow. Less
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I am excited about the opportunity to work for an organization where you work independently and the products and services will make a meaningful change in patient's lives. Less
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Answer: I've experienced both types and in between. I have more experience where managers tend to let you do your own thing and follow the processes that have worked for me in the past, but I always keep my manager informed and ask for help when needed. Sometimes a sale call requires additional assistance or firm assets (experienced folks that know certain areas best) to close a deal, retention of a client or improved adoption of a product or solution. It's good to know they're there to assist when needed. Less
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Tried to follow STAR format
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Situation, tasks, actions and the result