I was given a job offer from a company that sells mutual funds, life insurance, annuities, college savings 529, fixed. How do you actually make money on this career. It seems you have to sell to all of your friends and family otherwise you won’t get enough clients. Anyone have experience doing this? Thanks.
I was offered $30,000 for the first year base + commissions. This sounds really good for a recent college grade but I don’t want to bug my friends and family every day to sell something.
Posts Tagged ‘Anyone’
Has anyone been a financial advisor here?
27
Jul
Having problem with amortized loans, can anyone help?
16
Jun
Susan Miller is planning for her retirement, so she is setting up a payout annuity with her bank. She wishes to receive a payout of $1,600 per month for thirty – five years. How much money must she deposit if her money earns a 8% interest compounded monthly? (Round to the nearest cent)
What is the best financial investment that anyone can make anywhere and anytime?
05
Jun
I already have an education now I want to get even more dough.
Can anyone Help me with my resume?
04
Jun
Objective: To obtain a position with a growing company with the
opportunity to excel and gain more experience in the Customer
Service industry.
Work History:
(5/2007-11/2007)
Temp. Position-Title coordinator
7090 Samuel Morse Dr
Columbia, MD
Responsibilities include but are not limited to:
-Taking inbound calls and analyzing the needs of the customer as well as entering data received during the conversation.
-Maintaining client accounts.
-Contacting Abstractors to verify legal information
-maintain contact with outside vendors to be certain they are responding timely to the needs of the title company regarding a given file.
-Update clients on the status of existing products
(10/2006-03/2007)
Final Title Processor
Resource Real Estate Services
300 Redbrook Lane
Owing mills, MD
Responsibilities include but are not limited to:
- Audit files for compliance, review closing documents and prepare
final Owner’s Title Insurance Policies and Lender Title Insurance
Policies.
- Transmit all required documents to Lender/ Via email , fax or us mail
- Open files in Computer System/DMS
-Create and Mail client and customer letters
-Obtain lender, seller, buyer, borrower, agent, and other
transaction related information as required
-Collect and deposit all funds in accordance with the
settlement/HUD-1
-Comply with all requirements detailed in the loan closing
instructions and return lender(s) package
-Reviewing recorded mortgage and title binders to ensure recordings are accurate.
-Performs title, tax and parcel searches.
-Review all files to ensure compliance with all closing instructions
(2001-2006)
Campus Safety Officer
Maryland Institute College of Art
Baltimore, MD
Responsibilities include but are not limited to:
-Greeting customers
-Interacting with customers to provide information in response to
inquiries about the college or its services and to handle and
resolve complaints through a variety of means via by telephone; by
e-mail, fax, or regular mail correspondence; or in person.
-Keeping an accurate and daily log of crimes, incidents and reported
activities
-Transmitting messages by radio
-Acting as first responder to any emergency situation
-Protecting the persons and property of students, faculty, staff and
visitors
-Patrolling in electric vehicle and on foot on all campus streets,
byways and interior areas
-Monitoring fire alarms, theft alarms and closed circuit TV
surveillance systems
-Taking inventory of “lost and found” property
-keeping record using the alphabetical filing system
Education:
(1998-2000)
Southwestern Senior High School
Baltimore, MD
High School Diploma
(2001- 2003)
Family Bible Institute, College, Seminary, & School of Counseling
Baltimore, MD
Associate of Biblical Studies Degree
Certificate of Completion of Creation Therapy Counseling Program
Skills:
- Experience in reading title binders and reviewing recording
mortgages for final policy
-Strong verbal communication and listening skills
-Good interpersonal skills
-Able to work independently within specified time constraints.
-Basic to intermediate computer knowledge
-Possess a friendly and professional manner
- Ability to successfully resolve common client /customer problems
in a positive, calm, and professional manner.
Technical Skills
-Ability to use a variety of office machines.
-Proficient in Microsoft Word, Excel, and Outlook
-Ability to apply common sense / practical approaches to solving concrete problems
References: Available Upon Request
Anyone done one of those retirement calculators?
03
Jun
Do you find in impossible to save enough to live above the poverty level when you retire?
I put in that I will live till I’m 95.
And that I needed $28,000 / year in todays dollars.
I even included social security which might not be around in 30 years.
Anyone else baffled by the numbers?
Is a guardianship of a minor’s personal injury settlement funds a matter of public record? Can anyone access?
01
Jun
Can anyone accesss the court case information???
Can anyone help with me resume?
01
Jun
Objective: To obtain a position with a growing company with the
opportunity to excel and gain more experience in the Customer
Service industry.
Work History:
(5/2007-11/2007)
Temp. Position-Title coordinator
7090 Samuel Morse Dr
Columbia, MD
Responsibilities include but are not limited to:
-Taking inbound calls and analyzing the needs of the customer as well as entering data received during the conversation.
-Maintaining client accounts.
-Contacting Abstractors to verify legal information
-maintain contact with outside vendors to be certain they are responding timely to the needs of the title company regarding a given file.
-Update clients on the status of existing products
(10/2006-03/2007)
Final Title Processor
Resource Real Estate Services
300 Redbrook Lane
Owing mills, MD
Responsibilities include but are not limited to:
- Audit files for compliance, review closing documents and prepare
final Owner’s Title Insurance Policies and Lender Title Insurance
Policies.
- Transmit all required documents to Lender/ Via email , fax or us mail
- Open files in Computer System/DMS
-Create and Mail client and customer letters
-Obtain lender, seller, buyer, borrower, agent, and other
transaction related information as required
-Collect and deposit all funds in accordance with the
settlement/HUD-1
-Comply with all requirements detailed in the loan closing
instructions and return lender(s) package
-Reviewing recorded mortgage and title binders to ensure recordings are accurate.
-Performs title, tax and parcel searches.
-Review all files to ensure compliance with all closing instructions
(2001-2006)
Campus Safety Officer
Maryland Institute College of Art
Baltimore, MD
Responsibilities include but are not limited to:
-Greeting customers
-Interacting with customers to provide information in response to
inquiries about the college or its services and to handle and
resolve complaints through a variety of means via by telephone; by
e-mail, fax, or regular mail correspondence; or in person.
-Keeping an accurate and daily log of crimes, incidents and reported
activities
-Transmitting messages by radio
-Acting as first responder to any emergency situation
-Protecting the persons and property of students, faculty, staff and
visitors
-Patrolling in electric vehicle and on foot on all campus streets,
byways and interior areas
-Monitoring fire alarms, theft alarms and closed circuit TV
surveillance systems
-Taking inventory of “lost and found” property
-keeping record using the alphabetical filing system
Education:
(1998-2000)
Southwestern Senior High School
Baltimore, MD
High School Diploma
(2001- 2003)
Family Bible Institute, College, Seminary, & School of Counseling
Baltimore, MD
Associate of Biblical Studies Degree
Certificate of Completion of Creation Therapy Counseling Program
Skills:
- Experience in reading title binders and reviewing recording
mortgages for final policy
-Strong verbal communication and listening skills
-Good interpersonal skills
-Able to work independently within specified time constraints.
-Basic to intermediate computer knowledge
-Possess a friendly and professional manner
- Ability to successfully resolve common client /customer problems
in a positive, calm, and professional manner.
Technical Skills
-Ability to use a variety of office machines.
-Proficient in Microsoft Word, Excel, and Outlook
-Ability to apply common sense / practical approaches to solving concrete problems
References: Available Upon Request
2 days ago – 1 day left to answer.
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Does anyone know of a website/service that provides good insurance or mortgage leads and is it really worth it
20
May
I sell insurance, annuities, and mortgages (we use various types of mortgages to see if we can free up money to invest elsewhere). I can sell, but am not crazy about going out and trying to find people. Is their a service or website that provides GOOD leads? Also, are these leads services even worth the money? Thanks
I am having a problem with the I.R.S. and I don’t know what I should do to fix it. Can anyone help?
19
May
The I.R.S. put a hold on my checking account for back taxes that I should not owe. When I turned 18 (2000) I received a cash settlement and I loaned my mom & step dad money to start a small construction company, but my step dad said that I should should put it under my name, until he paid me back. So I did and it was the biggest mistake of my life. Shortly after that I found out that somehow there were 5 different signers on the account, so I froze the account and my parents changed the locks and went out of town. They still had the construction equipment and about 6 months later they said that the water truck was stolen and somehow they collected the money from the insurance, supposedly bought a new water truck and opened a company under my moms social security number and now the I.R.S. is saying that I owe $10,000 dollars for the taxes in 2001. What can I do to prove that they are the ones who truely owe the money?
Does anyone know where I can find real estate note holders?
18
May
I buy real estate notes, trust deeds, annuities, etc….if you know of anyone that is trying to sell a note, even business notes, please email me and let me know. Plus they can visit my website which is www.cash4cashflows.com/sconner where they can see exactly what it is that I do. Thank you!
anyone know about OM financial network(www.omfn.com) or annuity payments?
16
May
about 9 months ago checks started coming in my name from this company to an old address in TX I moved to CA 2 yrs ago. they ended up being fowarded to my mother who then sent them to me. I called this company and asked them why I was getting checks for over $1000 for the last 9 months, they said there was a court favor in my name in 96′ ( I was 11 then) I asked them what court, about what, what about my older sister why just me. they stated they could not release court info to me I would have to request it from the court itself about the judgement, but they wont even tell me what court. they said ask my mother she should know, but she doesnt know anything about a court ruling anytime in my life. these people say these check will be send to me for life its an annunity payment. I have a feeling its a mistake or it just doesnt seem right. anybody come across this, how can i find old court records, and why i am getting this money, they wont tell me anything but that im getting it for life
Can anyone tell me about annuities?
14
May
What are the rules for fixed and variable?
When you start to draw from the annuity at retirement age will you get more than you put in?
How do you know how much you will receive each month at retirement age?
I have talked to people who have invested annuities and get a wide range of reactions and explanations. No one seems to be quite sure how they work. Anything from one person who lost a great deal of money to someone else who claims that she will be able to earn $13,000 per month at retirement age in 15 years ( $13,000 a month is a great deal greater than her current salary)
Does anyone know a reliable life insurance company that is also inexpensive?
13
May
Permanent Life Insurance, Term-Life Insurance, others, ect…For male, 56 years old