Financial Advisor
How to Become A Successful Financial Consultant
Jim H. Ainsworth (Hardcover) Wiley 1997-01-15
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Condition: New
ISBN13: 9780471155614
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Answers
I just posted my resume on monster.com yesterday. This morning, I got an email about a job opening for a financial service agency manager position from Farmers. Is this a scam or should I reply her? The job and the paid is very attractive, but I have never worked as a manager before. I am a recently college graduate. I had worked in as an administrative assistant for 5+ years. Should I reply or just wait for other job offering?
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Hi,
I work with Farmers District Manager, David Oyler. I was looking through the resumes posted on Monster and had to contact you regarding the Insurance and Financial Services Agency Manager position we have available. After reviewing your resume, it appears as though your career progression, skill-set, and previous experiences are a great match with the qualifications and range of skills necessary to succeed with Farmers Insurance. I realize that this is not necessarily the field that you were looking into when you posted your resume, but with your background and proven track-record, I think our career opportunity may be a great fit for your future career goals and aspirations.
Farmers Insurance Group offers the best entrepreneurial opportunity in the country today. As a Farmers agent, you are an independent business professional, consultant and financial advisor. If you are looking for a career rather than a "job", or want your compensation to commensurate with your hard work and dedication, then Farmers Insurance might have the answer. By operating a Farmers Agency, you are in business for yourself, but not by yourself. You will have the leadership, guidance, and support of your District Manager, Regional Office Personnel, and Home Office Management to build your financial future. Your new future starts with Farmers Insurance Group helping support you financially for the first 2+ years and provide you with the proven tools and training to become a successful Agency Owner.
TYPICAL AGENT INCOME
1ST YEAR: $70k 2ND YEAR: $150k 5TH YEAR: $250k
Our District Manager is searching for ambitious people in the East Bay area, who have strong business acumen, drive, entrepreneurial spirit, confidence, effective communication skills, independence and a strong desire to be financially successful. If you are interested in exploring this opportunity further, please spend some time reviewing the highlights of the career on our district website www.FarmersTeam77.com. Click through the web pages and give the career opportunity with Farmers Insurance Group careful consideration. If this career seems like it could be a match with you after reviewing our website, I encourage you to investigate the program a little closer and have all of your questions answered during an informative appointment with our Assistant District Manager.
Please contact me directly at (i'm going to hide the number). I can also be contacted via e-mail at (i'm going to hide the email).
If this position as an insurance agency manager and financial advisor is of no interest to you, I apologize for this letter. No reply necessary. Thank you for reading this!
Best Regards,
Julie Hite
District Recruiting Specialist for Farmers Insurance - District 77
Hi, Just checked their website out http://farmersteam77.com/ Looks like a sales agent job to sell insurance policies. Is that what you were looking for? The salary will be exaggerated because it will commission based. No harm in contacting them to find out more. But tread very carefully. Don't give them any money.
www.mortgageadvisorharrow.co.u k 0208 7237517 www.yelp.co.uk bit.ly Lemon Tree Financial provide a professional Mortgage and Financial Planning ...
I am aiming to get my course done so i can be a financial adviser and I need to start my placement's. I asked my sister's school if I could get some of the teachers to help me out, and then principal said I could create a flyer. So I need some help in what I could say in it.
I know that people are quite uncomfortable with opening up to their financial issue's, and I would love to help in them, I just need to know what to say, and to catch their eye.. Not many people are being educated about money and how to invest, and save properly. Unfortunately people who are not wealthy are not able to get the financial help they need. Usually for a financial advisor to sit down with someone they need to have at least 200,000 or more for them to do Business with them.
In my business . I'm trying to help people, anyone I can. I want people to become financially independent. When me and my boss Peter set up an appointment with someone it's completely FREE! what's better than that? :) I really have the desire to help people.. and I would really appreciate if someone would take the time to give me a few pointers :)
I hope to hear for you all!, Thank you so much for reading! :D
kashi that's is one of worse answer of the day, advertising money making online. how does that relate to that question.
what kind of business are you doing to put on the flyer?
it's hard to give some pointers when we don't' know what kind of business you are doing even it's financial problems.
Try looking at any other flyers to give you some ideas, then what way you can see how you want it to be.
I have a few ideas that you can put your business on the flyer, standard size paper.
1. put the full company name, full address, and contact
2. put down your 5 main points in short form what exactly the business does.
3.have any official certified certificates for financial or business
4.put any information for any price or cost even fees/hidden fees
5.make sure it is copyrighted and any legal notice like other flyers have on the bottom of the page.
Good Luck.
There would be no spam and no sales. It's merely solid financial advice from my company and its alliances of professionals in tax, legal, debt, investments, financial planning, business succession, defined benefits, etc. Advice is from CPAs, attorneys, investment registered reps, Registered Independent Advisors, Certified Mortgage Planners, CFA's, etc.
Would you use a site like this?
A blog enables an expression of ones thoughts and allows others to react to those thoughts ...
If you intend to make it something that is built out of collective effort.. try moving on to creating a web site..
Starting with a blog would give you an understanding of what you can do... so that you can plan further..
See if this helps
http://www.theedifier.com/blogging-blogg er/
I worked my butt off for two straight semesters paying out of pocket, because my EFC was too high when my income was combined with my mother's. Now that I'm 24, can claim independent, and not use her information; I file my FAFSA. I get my results and my EFC is 0.
I file my paperwork and get an appointment for a FAFSA review and I'm told that I only qualify for loans?
What's going on here?!
Here are the facts:
I'm 24
I claimed rightfully Independent status
I have been living on my own for three years.
I made roughly 22k during 2008, I have since lost this job due to lay off in February.
My GPA is 2.75 (and climbing)
Tuition is currently 78.24 per credit hour, so 938.88 per semester NOT including books and supplies.
Why did my financial aid advisor tell me my only option is a Professional Judgment to qualify me for Pell's.
It just seems utterly ridiculous that I don't qualify for anything more that that.
I'm still working on my AA. I've had to go part time, because I was working full time.
I did check my FAFSA, there's only been one transaction, its marked as "renewal on the web" from back in February.
I also rechecked my student aid report, and my EFC hasn't changed it's still zero.
I mean I wasn't expecting cash to rain from the heavens or anything but, gees you'd think some one busting their hump to pay their own rent, uts, transportation, and taxes, and managing to do well enough to recover a 1.6 GPA to a 2.75, who's parents haven't given a crap about their education since before they graduated from high school let alone how they're going to pay for it; could get a bit of help with this stuff, lol.
About the PJ, I already have my appeal letter written. According to the college paperwork, I need that, my 08 tax paperwork to verify income (already submitted), and my pink slip from my former job.
I really quite hope I do get approved. I love school and what I'm studying; I just wish it wasn't such a hellacious battle to attend.
It is possible for a person to have an EFC of 0 and not qualify for Pell. The most common reason is if you have already earned a Bachelor's degree already.
However, I'm assuming this is not your case so you might want to check these things. It is possible you filled out your fafsa incorrectly and when your school asked for verifying documents, corrected your fafsa (income) information.
In this situation, when you submitted your fafsa and got your results it would have told you your EFC was zero, but then the fin aid office changed/corrected it.... you would not be notified. You can review your fafsa by going here:
http://www.fafsa.ed.gov/FOTWWebApp/stude ntaccess.jsp
You should be able to see if there is more than one "Transaction" these are actually corrections to your fafsa. I have a feeling THIS is what actually happened if you don't already have a Bachelor's degree because 22K for a year is really not considered low income for a one person household (at least not low enough to get a Pell grant) in the Department of Education's eyes.
Lots of student wait and wait and count down the days until they don't have to report the parents income thinking it will give them all kinds of free money and are sadly disappointed when they realize by the time they are at that stage in their life (over 24 years old) they make enough to not qualify for the free federal and state grants.
NOW::: Seperate situation... Since you were laid off!!!! You DO need to apply for a professional judgement. This is extra paperwork on your part to have them look at THIS YEAR (2009)'s income rather than your 22K 2008 income. You SHOULD do this.... you have a very good case and with all the layoffs lately, have a very good chance of being approved. Depending on what you are making now, you might have a chance at that grant money after all. You MUST be able to document you were laid off. So find your layoff letter from your employer and include it with the professional judgement paperwork. Also include income information the schools fin aid office is requesting like if you are/did get unemployment benefits after your layoff.
Good luck, hope this helps just a little!!!
IFA seeks exemption from training requirements - Good Returns
IFA seeks exemption from training requirements Institute of Financial Advisers (IFA) is seeking an exemption for its members who already meet or exceed proposed regulations released by the Code Committee on advisers' ongoing professional training. Thursday, February 18th 2010, 7:31AM |
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In a submission to the Code Committee, IFA president Lyn McMorran says it fully supports the requirement for all financial advisers to undertake robust and ongoing professional development throughout their career. This ensures advisers are capable of providing timely and relevant advice to their clients, for example how proposed tax changes might change their financial circumstances.
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