Tax Preparer, Insurance Agent, Business Owner 

(Male, Age 30) from Snellville, GA

This is a REAL-LIFE job profile written by a Male aged 30 who works as a Tax Preparer, Insurance Agent, Business Owner in Snellville, GA. We have removed all names and personal information in order to protect privacy. This professional kindly spent a bit of their time to complete one of our job profile surveys 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 Title Tax Preparer, Insurance Agent, Business Owner
Salary $50,000
Other Compensation None Set
Hours/Week 40
Company Size (not answered)
Location Snellville, GA
Years Experience 3 years

Career Ratings

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

Years in Career 0
Education (not answered)
Income Rating 0 / 10
Interest Rating 0 / 10
Work-Life Rating 0 / 10
Fulfilment Rating 0 / 10

Current job Q&A

Describe the type of organization you work for.
Liberty Tax: Tax consulting firm. This office does hundreds of taxes within only a few months. Many new customers and exsiting customers. Open year around, guarentee accurate returns, great customer service.

One Life: Provides agents with leads and E&O insurance. We are independent representing many carriers. Ability to offer insurance to cover anybody regardless of health.

AK Courier and Process Services: Established in 2008. Provide attoneys with fast and efficient processing. Reasonable rates and same day deliveries.

Describe your job role and responsibilities.
Liberty Tax: Prepare federal and state returns. Study tax laws and keep informed with current changes. Follow-up with customers and provide customer service.

One Life: Contact clients, do home sales presentations, close the sales, and follow-up. Keep up with all of the carriers.

AK Courier: Process legal documents and deliever where needed.

Please list an additional benefits (beyond compensation) that you receive.

Do you feel you are under/over or well/fairly compensated at your current position?
under; but establishing new streams of income. Takes time

Does your job entail you working with others on a daily basis? Is this something you like/dislike about your job? Please explain.

Do you work collaboratively with supervisors/managers?

Do you work collaboratively with your co-workers?

Describe your work location (e.g., office, home, theatre, in the field) and what you like/dislike about working in it.

Please rate each of the following aspects of your current job on a scale of 1-10 (10 being the highest/best):
Job Title:
Level of Responsibility:
The Actual Work:

Table of Contents

Long-term career plans

Is your current employment part of your overall career plan? Why or why not?
Yes. My goal is to be the resource for all insurance, financial services, and tax preparation. I know it takes time so I am basically training full time.

What are your current career goals?
The tax job ends in april, I want to drop the courier, and I will only work part-time at the insurance job. So I am looking for another business adventure.

Is there anything else you would like to share about your career?
Insurance jobs to pay great expecially life insurance. Finding the right company you want to represent is the challenge. If you have what it takes you will get interviews. I represent many companies so it is more risk but I do not recommend for someone starting new in the business.

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