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:

A hiring company that offers alternative approaches to pay, performance bonuses, and/or equity in the firm is very attractive to you. You're generally less interested in working for an organization offering only traditional, salary-based compensation, one with limited opportunity to acquire equity in the firm, or one that does not actively promote skill development. In addition, you are more likely to choose a company that offers a variety of internal career options, with defined career paths. You view the learning of new skills and development of your expertise as key to your career advancement. These aspects of an organization may become even more important to you as you progress in your field, and are especially critical if you change career or occupation.

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: