[tonybormin]

I am officially titled the Director of Investment Operations. Don’t let the title fool you it’s an entry-level job. They just give us fancy titles. I work for one of the largest insurance companies in the nation. I've been at this job for a few months and got into to it because I hated Dobb's job. I’m 22 and graduated college last May.

I tried the financial rep route like Dobbs but could not stand it. I was pushed into calling every single one of my family members, friends, and any acquaintance that would sit down with me. I couldn’t handle that. I also received “hot lists” of leads in the area of 500 people. Not a single one would sit down with me. Maybe it was because the “hot list” was five years old and already combed over several times by newbies like me or maybe I just can’t sell but I couldn’t drum up any business but in either case I hated the job and got out quickly.

I found my current job about two months later after looking for many job in many different fields inside and outside finance. What I do is actually work for a group of three reps that have been in their careers for over dozen years each. They only take on clients that can invest a quarter million or more in insurance or investment vehicles and are a few of the top dogs nationwide within the company. They have recently joined together to form their own “spin-off” branch of company while still under the umbrella of the nationwide company.

I handle everything involving the investment side of the reps business. They go out and sell, come back to the office and have me complete everything needed. I have no real day-to-day routine. The grunt work of my job involves processing mutual fund orders, run the paperwork for new accounts, perform account maintenance, and run analysis reports on clients’ portfolios. The chaotic (fun) times comes in when big problems come up. Sometimes clients do boneheaded moves and it’s my job to clean it up. Sometimes money goes ‘missing’ in transfers and it’s my job to track it down. There is always something going on and everything is different from day to day. I don’t get bored and I love it.

As far as salary I’m on a very basic entry-level income. However the potential for the spin-off branch is quite large. My salary should rise extremely quickly based on the growth of the branch. From what they expect to do in business and the loose track number in place that I heard through the grapevine I should easily be in the six figures within three years.

I did get my Series 6, Series 63, and my Life Insurance license when I was with my previous company to become a rep and those licenses got me the job I have now. I am going to go for my Series 7 in the summer (it comes with a nice pay rise when I pass). As far as long term I can easily see myself here five years from now. As far as a life-long career I don’t know. I would like to get a Masters sometime before I’m thirty but not really sure if it would help me in this current position.

Any questions feel free to ask. I won’t try to sell you anything like Dobbs will [img]/images/graemlins/wink.gif[/img]