Financial Services Firms Work Values

Daily Duties at Financial Services Firms:

Reg. Principal of three sales offices; worked primarily with three different financial firms (Smith Barney, Prudential Financial, and Hartford) with general responsibilities of increasing sales, product distribution, and recruiting/training new RRs. Hired to manage & grow Salt Lake branch area, with P&L responsibility to regional managing director. Worked with new and experienced representatives in providing investment and insurance sales to existing client base, financial planning services, and wholesale product distribution to businesses.

What they like about Financial Services Firms:

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

strategic planning, operations, leadership, management, quality, continuous improvement, problem solver

Skills

Business Turnarounds , Strategic Planning , Organizational Mgmt, Operational Improvements, Quality Initiatives , Customer Relations

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