Educative and warm interactive environment
Financial Adviser (Current Employee) – Johannesburg – February 25, 2015
Our mornings begin with +/-1 hour meetinngs reflecting on yesterdays perforrmance, plans to improve from negative past actions and plans for the day.The meetings also inculde feedbacks and discussions on tips and lessons other members can use when faced with similar situations and issues.
I have learnt the importance of always meeting knew peolpe, getting to know clients before even offering them any solutions by listening first and then replying. Teams are very important to lift each other up, brainstorming to solve issues and for synergy.
Our management is made up of supportive and open individuals that respect us and want the best for us even going as far as joining us on appointments and asssisting with presentations.
A diverse group of colleagues in terms of language, cultures, ideas, dreams and personalities. But we all had a common interst of improving peoples financial states and equiping them with knowledge and tools to handle all kinds of everyday obstacles.
Hardest part of the job was overcoming the negative perception of insurance advisers and declining of claims by insurers for some claims.
Enjoyable part of the job is interacting with new people daily, listening to peoples different experiences and dreams and opinions.
advanced technology equipment to carry out duties. face-to-face interaction with clients
clients negative perceptions based on past experiences