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North Coast Financial Group/Met Life Work Values
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Daily Duties at North Coast Financial Group/Met Life:
Guide clients in the gathering of information, such as bank accounts records, income tax returns, life and disability insurance records, pension or retirement plans. Recommend to client strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals. Meet with clients’ other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients’ financial goals and circumstances. Manage client portfolios, keeping clients plans up-to-date. Contact clients periodically to determine any changes in their financial status. Recruit and maintain client bases.
What they like about North Coast Financial Group/Met Life:
Working in an organization that is technologically advanced, creative, and innovative is critical in your assessment of hiring companies. Less important to you are stability of the organization, the length of time an organization has been in business, and the business' plans for the future. You prefer a fast-moving company that will take risks to achieve its goals and objectives. The length of time the company has been in business is irrelevant. Maintaining status quo is unnecessary. You thrive on change, uncertainty and the upside of potential business risks, especially those associated with innovation. Stability for the long haul is not nearly as important as is working in an atmosphere that is charged with a sense of urgency and constant change.
Tags
Dependable and Trustworthy, Analytical and Critical thinking, Focused and Driven, Investment and Risk management, licensed professional, Registered Representative, Organized, customer service, solid sales, Excellent communicator, Various products knowledge, Motivated and Ambitious, Leadership skills, value based service, Financial Specialist/Consultant, Financial Investment Advisor
Information about North Coast Financial Group/Met Life
Company Rank: Not Available
Average length of employment : 4 years
Average salary of employees: $40,000
These are some of the questions we asked our climbers about their experiences with North Coast Financial Group/Met Life:
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| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
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| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
Climbers who worked at North Coast Financial Group/Met Life had these interests:
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| Advisor Perspectives |
Various perspectives on products and/or industry from Financial Service professionals. |
