Planned Estate Services Work Values

Daily Duties at Planned Estate Services:

Marketed and customized insurance/investment product design for a small firm. Worked directly with the General Manager, who specialized in estate planning.

What they like about Planned Estate Services:

The social vibrance of a hiring firm is very important to you. Your ability to make and maintain friendships there is a critical part of your decision. You would likely be dissatisfied with a workplace that is quiet, cold, or otherwise not particularly social. When you investigate a new hiring company, ask recruiters, managers, and potential co-workers about the social life and opportunities there. This is especially important when you are relocating; moving dramatically alters your social sphere both inside and outside the workplace.

Tags

financial planning, life insurance, disability insurance, annuities, Specialist, Wholesaler, marketing, pensions, mutual, retirement, long term care, coordinator, internal, associate, insurance, excel, spreadsheet, telephone, sales, FINRA, case design, CLU, ChFC

Skills

Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Sales Support, Requirements Analysis & Specification, Leadership , Financial Sales Training, Operate MS Word, Excel, Outlook and PowerPoint, Analysis of client insurance policies and investments

These are some of the questions we asked our climbers about their experiences with Planned Estate Services: