1. Employment Profile: What exactly does a n Investment Planner do? |
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 What field is your job in?
Insurance/Real Estate/Mortgage
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What is your job title?
Investment Planner
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Please provide a brief description of the firm or organization that you currently work for
(size and general description of what type of organization it is)
The organization is made up of approximately 500 real estate, mortgage, insurance agents and financial planners. We take traditional financial planning and and ad a real estate portion to our clients portfolio. We have several locations throughout the United States.
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How long have you been employed in this position?
3 years
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How many hours do you work a week on average?
50
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Please provide a BRIEF description of your duties and responsibilities. (job description)
I handle sales presentations, marketing, business development and training. I have a sales force of 100 agents in 10 offices. On occasion I will handle personal transactions but the majority of my effort is spend in assisting my sales force close their deals.
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What was your gross income last year? Please include any bonuses or incentives received.
125000.00
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What is your expected gross income for this year? Please include any bonuses or incentives you expect to receive.
75000
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Please
list any benefits you have (Please include number of weeks vacation,
sick leave and type of health insurance, retirement plan 401k)
All agents are independent contractors.
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Do you feel you are under/well/over compensated at your current position?
OK.
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2. Work environment! |
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Does
your job entail you working with others on a daily basis? Is this
something you like/dislike about your job? Explain
Yes. This is the part of my job that I enjoy the most.
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Do you work collaboratively with supervisors/managers?
Yes
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Do you work collaboratively with your co-workers?
Yes
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Describe
your work location (e.g., office, home, theatre, in the field) and what
you like/dislike about working in it
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Please rank in order of importance from 1-8 (1- most important 8- least important) Assign each number once.
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1 Income
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2 Work Environment - co-workers
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3 Work Environment - supervisors
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5 Benefits
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7 Hours
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6 Level of responsibility
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4 The actual "work" you do at your job
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8 Job Title
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3. How should someone new to the workforce get a J-O-B like yours? |
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If someone wanted to go about getting a job similar to yours, what would you recommend for him or her to do?
Licensing of course. You have to have a desire to help people accomplish their personal and financial goals.
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What
skills do you think a person should have if they want to pursue a
position like yours? Please be specific and explain why (e.g., social
skills, organization skills, technical skills)
Social skills because that is where your business will come from. You always need to be networking to obtain new clients. Discipline is very important.
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Do you feel that you need a certain level of education or training to be successful in your job?
Yes. continuing education is very important.
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What advice would you give to someone who was about to start work in your position/ line of work?
This is a long term career path. The first few years are always the hardest as you develop your book of business.
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