Used to walk to word, early cup of coffee. Then did filing for the broker consultant. Get the daily instructions and do quotes for brokers. Write letters to Head Office (no computers those days!) and open all the answers from Head Office. Get files as needed from consultant or opening new ones. Management were good and a strong bond of friendships were formed. I still hear from co-workers today, 27 years later!
Friendship formed and mutual feeling of responsibility.
Did not get wonderful salaries and had to work (sometimes) on a Saturday withou any pay.
I was always on the road thus time management was key. working with 15 people with different personality required a lot of patience from me.
In a team of 6 consultant team work is essential, we worked hard everyday sharing ideas of what works in the field.
Independent Broker Sales and Marketing of Assurance, Insurance, Estate Planning, Retirement Planning,Investment Planning, Key- Man Assurance, Buy and sell Agreements. Management of own practice and processing claims.