Anyone using video conferencing like gotomeeting / Skype / zoom to sell life insurance or DI? What are you showing them or just video?

like
Posting as :
works at
You are currently posting as works at

Go to meeting. Show what ever presentation I’m doing. Beats driving

like

Yep! I use Zoom all the time to set up life insurance and investment accounts. I show them my screen as we do the application so they can verify everything

I do a power point. Agree that beats sitting in traffic or wasting gas

Related Posts

All my six-figure salary consultant friends are ranting about how poor they feel right now because their IRAs/portfolios are down. Think the people in this industry need to take time to volunteer or engage with some tougher parts of town and understand that by virtue of even having investment accounts, that they’re more financially safe than at least 50% of America. Sad to see

likefunnysmart

I have a degrees in biological science and public health, but I have mainly worked as a recruiter. I have always wanted to work for big Pharma companies or Biotechnology companies as a scientist. Any tips on entering the industry? Any companies hiring?

like

Best way to redeem UR points? If answer is travel, how do you know you're getting a good deal?

like

Is anyone aware of any healthcare / healthcare consulting companies based in the Bristol area (UK)? Thanks

What are some agencies that have strong of culturally relevant work/clients? Tired of working with healthcare and trying to make a move into something I’m more interested in or cooler at least

like

Anyone have any go to sources for healthcare costs in retirement? Total planning Suite doesn’t have that function built in their planning software. Can’t ignore that huge cost in retirement!

like

NYC Freelancers! My Medicaid is ending soon and I need to start making health insurance decisions (lame). My current agency is offering me FT and I’m pretty terrified as I feel like I’m going to sell away my freedom. Their health insurance is pretty good and allows me to put my partner on it. I’m trying to also rationalize paying for my own in NYC but it’s so expensive ($500+/mo). I go to the doctor fairly often. Single NYC freelancers (no kids), what do you pay monthly or yearly? Worth it?

like

I am starting my second year as an online PE/health teacher besides my seat based. The online curriculum we used that year wasn't up to our liking. anyone have resources? I will be doing 5&6

2nd child coming H1-22. 1st will be few months away from 4yrs by then. Is xc60 big enough for 2 car seats and 3 adults? Person in middle seat will be slim frame. Presume BMW X1 / Audi Q3 will be even smaller and not in contention? Xc60 is around £28k for 2017 version (~30-40k miles) and X1 / Q3 around £22k for 2018/19 versions (~30k miles). Any other car to consider? Wife adamant no MPV. XC90 would be ~£32k for 70-80k mile 2016 version.

like

Hi all, I’m looking to re-enter the workforce. I had to take a career pause @ the beginning of the pandemic because I had a child. I have 5+ years of experience in life science (bench top, pathology in a hospital, startup, and most recently clinical research). I’d like to make a slight pivot into a health informatics, clinical data or data analytics position but I’m also open to non clinical research positions like regulatory/quality assurance etc. Does anyone have any recommendations? TIA

like

I just logged in for open enrollment and see that my benefit costs are increasing quite a bit. Family of 4 - medical/dental/vision will be about $345/pay period plus whatever I contribute to my HSA. Is this the norm now or is this way too much? We are also on an income based rate plan and I recently crossed into the bottom of the most expensive tier so it’s an even bigger hit over the normal YoY increase.

Top health care agencies in nyc?

like

What are peoples opinions on work from home? It seems to be an unpopular opinion but as a junior I despise it. I work 3 feet from my bed, I find the barriers of a phone/email between me and a senior to add a huge amount of stress to my life and I think it’s stunting my career development at my firm because I can’t build relationships as effectively. I’ve never at all had mental health issues before but now am really starting to feel burnt out and anxious most of the time. What do you think?

like

I’d love honest reactions to help ease my mind. I’ve been paying lower rent (like 1400) in HCOL city last few years. Finally debt free from grad school as of this year. Total comp is now low 200k. Does 2800 for rent (im looking at new leases this week) feel high? Moderate? Just want a pulse check on if I’m being reasonable with the 2800, compared to how others think about it. I think it’s ok given HCOL and I now work from home. Disclaimer: this isn’t humble brag stuff. I just want real advice.

like

Does anyone know of a firm looking for a mid to senior level insurance recovery associate in the Cleveland/NY/DC triangle (including remote positions)? I'm considering a move.

like

I’m a people person and would really enjoy an environment with more collaboration (in-person ideally, but over Zoom is fine too). As I evaluate jobs while passively looking how can I determine if the culture is truly collaborative?

like

Do any carriers in Europe pay salaries equal to their American counterparts? I’ve found that the salary for my role is pretty much halved across the Atlantic.

I know that my company, Chubb, does and from time to time they have rotational programs where not only do you maintain your US salary but you also get COLA and a housing allowance, unfortunately nothing right now nor permanent.

Another option would be insurance companies that pay your American salary while working abroad.

Any leads?

like

The majority of my career has been in healthcare tech with some retail experience. Looking to break into event management/coordinating (I believe this is the correct job title) space in either the entertainment, fashion & retail or cosmetic industry. Any insights or advice is appreciated!

like

McKinsey & Company Bain & Company Any slack groups or communities recommended specifically followed by MBB or management consulting folks?

Boston Consulting Group McKinsey & Company Bain & Company

like

Is anyone here an underwriter for Intact Insurance in Canada?
Please share your experience with the company. Positives and negatives about work environment, management, work life balance, etc.
Currently debating if I should accept an offer from Intact or a higher paying position at another company.

like

More Posts

Any thoughts on Iron Condors on DOCU?

like

Anyone willing to share comp for strategy consultants 2-4 years out of Uni? Looking to benchmark for my team

Looking for remote entry level data analyst roles that allow me to develop my PowerBi and SQL skills. Shoot me a DM if you have any leads.

like

Hi fishes
I joined capgemini on april 20th 2021 with 2yrs bond when is my bond going to end
I had probation of 6months does prohibition period also counts in bond period??

like

Anybody in VMWARE Tech Sales

What are ways to deal with high latency mricroservice in a given region. Given that it's Cpu utilization is not exhausted.. So no vertical scaling ???

Bank of America If i join bank of america in july month, am i eligible for this year appraisal cycle?

How do you ask for points?

like

Hey 🐟🐟

I’m hiring a Technical Recruitment Lead for our team. We’re a health technology company with offices in Canada & the US. We’re nearly 900 employees and reached 700Mil in revenue this year. Our sights are set on reaching unicorn status in the next few years 🦄. We’re privately held with a possible future IPO so it’s a great time to join at the right time if you’re interested in helping fuel the growth to take a company public.

More in comments.

like

Any security engineer from MAANG, Microsoft, Flipkart here... I need some help.

Does anyone else have issues knowing when to stop working or managing their work-life balance? I get emails and requests at all hours and I always respond but I'm wondering if it is time to set up some boundaries and start ignoring requests after a certain point at night and on the weekends?

like

I'm looking for referrals for SAP BASIS. 3 YoE and serving notice period.

Please DM. Thanks in advance.

like

How much should I have saved solely for real estate investments?

I think I want to step my toes in the water by renting an apartment complex and renting it out on AIR BNB.

Has anyone here done this? How much would you advice I have saved before I do this? I know there are fees as well as costs of furnishing, etc. but looking for further advice :)

Is CIBC capital markets a good investment bank?

like

Hello All,
Is anyone joined CBA recently. Is the onboarding will be virtual or have to visit office?

like

Quick survey ...

How many of you are acting as Business Affairs Manager, Talent Manager AND Traffic Manager?

Or do you have someone else at your agency doing talent and traffic?

like

My partner bought a new truck earlier this month. We’re hoping to joint-purchase our first home next spring. Is there a “best” time to get pre-approved for a mortgage? When should we start the home buying process?

So far we’ve kept our head in the realtor apps to see what the market is doing.

Rent just went up, pressure is on!

like

Hello fishes,
In EY india, is consultant destination low level / mid senior level / senior level position? Also appreciate if anyone can share compensation as per different band level.
Thank.

like

Where do you go to hire someone for one-off projects? Looking to potentially hire someone to prepare an equity comparables analysis.

Additional Posts in Financial Advisors

Has anyone heard of, or tried using, the Paladin Registry?

like

Anyone have any suggestions on a RIA-Friendly custodian for 529 Plans? TD Ameritrade has an affiliation w the Nebraska Educational Savings Plan Trust (NEST). Has anyone had any experience with them?

like

I don't do webinars often and am needing a more affordable alternative to GoToWebinar. Any recommendations?

like

How do you create more personal (beyond just business) friendly relationships with clients 20+ years older? Where do you find common ground?

like

When you guys are making luke-warm calls. Do you leave voicemails? I've always been against it because, in my mind it puts the responsibility of the connection on the other person

like

Ever been so overwhelmed by the things you need to do that you end up doing none of it? And stress yourself out even more smh

like

How do people have time to workout during the week? I work so many hours.

like

Is the cfp as hard as people says it is?

like

Has anybody come up with a way to purge the words “like”and “you know” out of somebody’s speech patterns? I don’t want to be insulting, I truly want to help. It’s not a young person either

like

If the prospects and clients were there, which city in the US would you want to live & work in?

like

Married peeps, joint or separate checking accounts?

like

Worked in Financial Services and Wealth Management for 12 years. CFP working in the banking channel and completing my MBA within a few months with a focus in Mergers & Acquisitions. Really can’t take the stress and compliance involved with being an Advisor anymore I’m losing hair everyday. Any suggestions where to go?

like

Any tips for an introvert at a networking event? Find it hard to talk to people and keep a conversation going

like

Does anyone put money in VAs for a business client? What are the PROS/CONS/DIFFERENCES? Scenario: 5 doctors want principle protection first and growth of principle second. Each doctor is 20% vested. The business is cash rich and time horizon is 3 to 5 years. Thoughts/Advice welcome. I already have the potential company/product with no surrender period so I don’t need referrals but I’m thinking there will be at least one person who only reads part of this post and referred me anyway. :-( TIA

like

Does anyone do a quarterly bonus program for administration staff? I was thinking gift cards, $ or catered lunches but I am interested in a consistent method to calculate the incentive. Thoughts?

like

The son of a friend is an advisor and is giving up. He has approached me about taking over his book, evidently only about $1.5M.What would be a fair amount to pay for this?

like

What kind of shoes do you guys rock at work?

like

What do you do with small account referrals? We have been searching for an advisor to take on our small clients and can’t find anyone we have enough confidence in. We have set some people up at vanguard and also just told some people they were not a good fit. Ideally looking for a junior but don’t want one actually in the office.

like

For those of you who have had to increase soft skills as a means to grow and expand client relationships, how did you go about this?

like

What does a mental health day look like for you? Took one today & it was the best thing I’ve done for myself. Bonus Q: did you own up to it being a mental health day or did you go to “the dentist"

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal