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:

Working for a company with an emphasis on social values and helping society is a clear and important priority for you - a critical factor in who you choose to work for. In contrast to other factors, you place an organization's reputation for fairness and concern for the community above most other aspects of the company. As you search for a new job opportunity, it is usually possible to find out if the company is involved in the community and/or if it is addressing problems and issues in society. Pay special attention to non-profit organizations and those specifically involved in social action. Moreover, speaking with current and former employees should enlighten you to perceptions of the fairness of the company's leaders and the treatment of employees.

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: