Manage your own business while working with top finance affiliates
Financial Adviser (Former Employee) – Dorval, QC – June 22, 2012
As a member of the firm, your primary responsibility is to be an ethical professional, serving clients in their best interest. Your job is to advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.
I've learned the fundamentals of business management through Sun Life, by managing my own office and tabulating my business expenses and activities. From buying my own office furniture to acquiring a vehicle to facilitate my mobility, to establishing a business plan to setting up my work hours, Sun Life has provided me with the essentials required to survive as a professional.
The hardest part of my job was to accomplish weekly objectives while maintaining a consistent business cash flow. There are no set salaries for advisors, as remunerations are based on advisor sales and activities (i.e. referrals, partnerships and cross-sales). For that reason, advisors are often faced while very low-productive weeks or even months.
Nonetheless, I enjoyed the entre-aide of people in the firm. Sales directors and advisors are always willing to create sales activities to promote business. As well as the administrative staff, they help advisors up-keep their business; whether through proper sorting in the mail-room to call forwarding to the right advisor. They're usually very curteous welcoming your clients in the firm.
time of establishment before attaining a salary stability