4.0
Nov 11, 2020
Former employee
Kailua, HI
Recommend
CEO approval
Business Outlook
Pros
Allowed to work independently because my bosd had a lit bnb of vfc trust in me. Emphasis on customer service, assisting Investment Specialist, Oganization slills required as well as prevision, accuracy, efficiency, patience and motivation to list a few pros. I was allowed to excel at my own pace and set up appointmemts with prospective clients after I passed the Series 6, 63 and 7 licenses. I thrived on the fast pace environment and my boss and I always ranked at the top of the list for generating the most revenue for the bank and the most commissions that went to the Investment Specislist. I loved my job!!
Cons
No cons except long hours; sometimes 12+ hour days.