Financial Consultant, kita singkat saja FC, orang orang yang profesinya memberi saran, konsultasi, pandangan dan arahan (cieeeeh!) mengenai rencana keuangan seseorang dalam hidupnya, supaya uang yang mereka peroleh dimasa produktif nya dapat dimanfaatkan sebaik-baiknya sesuai peruntukannya dan waktu penggunaannya sesuai dengan yang telah direncanakan. Once you learn how to sell insurance, many jobs are commission only, especially for entry-level agents. They help people hedge against risk exposure, just like a hedge fund financial adviser helps businesses hedge against risk buy selling commodity futures. Speaking of which, many insurance agents also sell financial products like stock, bonds, commodities, annuities, retirement plans in addition to selling insurance policies. Also, pick an insurance agent who has multiple lines of insurance policies or financial products. Look for headings titled Employment Opportunities, Careers, Jobs and other such names.
I always advise people to start with their life insurance agent license because it tends to be the easiest to get, and you get to also sell some financial products like annuities in addition to selling life insurance. That means if you have the willingness and the desire, you can not only get a job in this business, but also be successful at it. When you know how to sell insurance, you can do it in any product line. For sure, this is a great gateway opportunity for someone who has aspirations to become a financial and investment advisor.
Insurance reps should see themselves as advisers in helping them get the right kind of insurance and financial products. Great article,am just a starter in Insurance and financial consultant business but have liked the information shared and the comments of the readers. Many a times, the founders believe in trading ‘low salary with higher stake in the company’. Medical emergencies are not only emotional and physical setback but are also a financial set back.
I know when I look at the spending habits of my grandmother compared to what I’m seeing with the gen X and gen Y generation, my hunch is that financial behaviors have gotten worse. It’s funny you say that about my formal financial education because although I was a finance major in school, I didn’t learn a lot about personal finance investing until I actually graduated. Charge less than the mainstream secret shopping companies, provide excellent quality reports and you will have jobs in no time.
I was actually luckier to have landed a job as a financial advisor because that’s where I was able to learn, not just on my own but by my client’s personal experiences and their shortfalls. I’ve had numerous people send me emails and messages saying how much they’ve enjoyed my blog and how much it has helped them to make important financial decisions in their life. Big businesses like banks and department stores have started putting toll-free phone numbers on their bills to find current customers who wish to do mystery shopping jobs.