Senior Sales Supervisor (Female, Age 31) in Bonney Lake, WA

This is a REAL-LIFE job profile written by a Female aged 31 who works as a Senior Sales Supervisor in Bonney Lake, WA. This professional kindly spent a bit of their time to complete our job profile survey so that prospective job seekers like you could read their insights. Please excuse any punctuation or grammatical errors in this profile.

At a Glance

Current Job

Basic data on your current job

Job TitleSenior Sales Supervisor
Salary$100,000
Other Compensation None Set
Hours/Week45
Company Size(not answered)
LocationBonney Lake, WA
Years Experience9 years

Career Ratings

Opinions on your CAREER overall (i.e. not just your current job)

Years in Career0
Education(not answered)
Income Rating0 / 10
Interest Rating0 / 10
Work-Life Rating0 / 10
Fulfilment Rating0 / 10

Table of Contents

Current job Q&A

Describe the type of organization you work for.
79 year old Wall-Street based full service investment company

Describe your job role and responsibilities.
Advise clients on investments and life insurance products & train new reps to do the same for their clients

Please list an additional benefits (beyond compensation) that you receive.
401k, unlimited vacation time

Do you feel you are under/over or well/fairly compensated at your current position?
well

Does your job entail you working with others on a daily basis? Is this something you like/dislike about your job? Please explain.
I work with people everyday. Whether its clients or coworkers. I enjoy working with people if not this wouldn’t be the career for me.

Do you work collaboratively with supervisors/managers?
Yes

Do you work collaboratively with your co-workers?
Yes

Describe your work location (e.g., office, home, theatre, in the field) and what you like/dislike about working in it.
I spend about 80% of my time in the field and 20% ion the office. I love this because I don’t feel stuck in the office behind the computer.

Please rate each of the following aspects of your current job on a scale of 1-10 (10 being the highest/best):
Income: 3
Benefits: 4
Hours: 5
Co-Workers: 2
Supervisors: 2
Job Title: 8
Level of Responsibility: 3
The Actual Work: 1

A day in the life of…

Please describe a typical workday for you in your current job:

5am to 6am
6am to 7am
7am to 8am
8am to 9am
9am to 10amCompliance Meetings or training new reps. Our manager ran a compliance meeting where we learn about any changes in company policy or industry standards. We also review how much business we did as an office the week before.
10am to 11amTraining new reps. I ran a training meeting today on how to prospect and work with small business owners for our new reps (18 months or less in the business).
11am to 12pmTraining new reps cont.
12pm to 1pmLunch
1pm to 2pmMeeting with clients. I met with some existing clients and reviewed the retirement accounts they already have with us. We decided to increase how much they were saving on a monthly basis.
2pm to 3pmMeeting with clients cont.
3pm to 4pmMeeting with clients. My next meeting was with a new prospect. I spent most of the meeting asking her about her goals and what she already had in place to reach those goals. Then I recommended a Roth IRA to compliment what she had in place.
4pm to 5pmMeeting with clients cont.
5pm to 6pmMeeting with clients. This appointment was with a referral from an existing client. The husband was retiring from a large corporation and needed to rollover his 401k into an IRA. I also wrote some life insurance on them to protect each other.
6pm to 7pmMeeting with clients cont.

7pm to 8pm
8pm to 9pm
9pm to 10pm
10pm to 11pm
11pm to 12am

How you got your job

How did you get your current job?
I posted my resume online and they contacted me.

What was the application process?
The company founf my resume online and then asked me to fill out a paper application during the interview process.

Did you have to interview for your current job? If yes, what did the interview process entail?
I did have to interview for this position. There were two rounds that each consisted of a group informational presentation by a manager and then an individual interview with a manager or supervisor.

If you can remember, what questions were you asked during the interview?
I asked about the financial stability and compliance recod of the company.

Do you feel your employer properly prepared you for your job? Explain.
Yes! Even though I had a degree in Economics, I didn’t have experience talking with clients or how to make sales. The training was very detailed so the information was easy to learn.

Was there training for your current position? If yes, what did it entail?
Since my company has a comprehensive training program they didn’t require any prior experience. Their training started day one with help passing the licensing exams and has never ended for me 9 years later. They also have a mentoring program that pairs up new reps with senior reps to allow the new rep to have what I would call a private tutor.

Do you feel your educational background prepared you for your job? Explain.
My educational background taught me the theories and basic knowledge but did not teach me how to talk to and work with clients or how to sell investment and insurance products.

If applicable, do you feel your internship experience helped you prepare for your job?
N/A

If someone wanted to go about getting a job similar to yours, what would you recommend for him or her to do?
Take finance classes and network with a local financial advisor. A lot of companies hire new graduates.

What skills do you think a person should have if they want to pursue a position like yours?
* Like working with people (we work with people from all walks of life on a daily basis)

* Communication Skills (we have to explain technical terms to clients with no prior knowledge of the iձdustry)

* Determination (this industry is sometimes hard to get started in- you have to keep going especially the first year)

*

Do you feel that you need a certain level of education or training to be successful in your job?
yes. A degree in finace, economics or business helps. Some companies have training programs but many don’t.

What advice would you give to someone who was about to start work in your position/ line of work?
Make sure the company you choose has a solid track record in training, ethics, and support. Some companies say they have a training program but it only lasts one week and then the new rep is left to fend for themselves.

Long-term career plans

Is your current employment part of your overall career plan? Why or why not?
Yes. Once I learned about this industry it is where I panned to stay for my entire career. I still love what I do after 9 years and many people cannot say that about their career.

What are your current career goals?
I plan on becoming a full-time manager and opening a new office for my company within the next 18 months.

Is there anything else you would like to share about your career?
This career is hard work in the beginning while a rep learns the business and starts to build a clientel but the rewards are great for those who can look past the hard work and focus on the future successes.

Prior work history

Please list your most recent jobs prior to this current job:

TitleLengthSalaryDescription
Prior Job 1Teller6 mo10kI was a basic teller at Bank of America.
Prior Job 2State of Oregon6 mo0Intern for Peter Courtney in Oregon House of Representatives. I researched and provided brief descriptions of legislative bills to the representative.

Educational background

Please list your educational background:

High School GPA:3.8

GPASchoolDegree
College (Undergraduate)
or Technical/Vocational
35155Western Oregon University
Graduate or Professional
(Masters or Doctorate)
N/A

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