Entrepreneurial, collaborative, fast paced culture requiring self discipline and engagement for optimal success
Pros
- Entrepreneurial culture that provides freedom for Advisors/Producers to accomplish their goals without excessive oversight. No real limits to success and your free to pursue initiatives that make good business sense without big brother micro managing every step. - Willingness to invest in resources to improve the value proposition. Through the years, investments in marketing, technology, analytics, risk mitigation, and claims demonstrate the commitment to staying on the vanguard. These resources were often launched by seeing an opportunity to create a competitive advantage for our clients and implemented without excessive delay or "paralysis by analysis." - Collaborative team culture that enjoys competing and winning. The entire team is engaged in new business opportunities and thrives on developing strategies to give us an edge. We help each other succeed. When you return to the office from a big meeting, it's refreshing to be approached by many team members who are genuinely interested in the result. - Openness to feedback to get better. The "20/20" culture gives colleagues a platform to share their perspective without fear of retaliation. Always looking for ways to improve.
Cons
- Extremely fast paced. Must be able to keep up! - Requires hard work, discipline, and self starter mentality, which is not for everyone. Advisors will need to practice good self discipline in building their technical knowledge, executing their business plan, and asking for help. Successful Advisors/Producers must be creative and have the "hunter" mentality. - Not for those who are seeking deep structure.
