I worked there for a summer, as a part job, I found it enjoyable. I would recommend any student in the financial field to give it a try. I have learned a lot
Very good place to work. Dealt with clients both in person, online and on telephone. Mainly booked appointments and redirected them to the proper persons.
No sick days, Terrible Management. Treated very poorly. Very, Very Low pay, Manager is friends with mean Click , so they make the decisions for her. One of the worst places I have worked.
Days are 12 hrs long.
Learned how to prospect over the phone.
Develop knowledge of investments, insurance.
Holistic approach to wealth management.
Very good earning potential.
