Hi all. I am licensed in life, accident and health and am looking for new opportunities. I’ve been working in employee benefits in a small brokerage firm on a book of business of over 400 clients, I’m the only account manager. We’ve had 100% employer retention since I’ve been here. I am a high performer, but not sure I’m valued much at all . I want to reach the top and become partner in my career ; this is why I went to work for a small firm. My boss favors others when I do the most work!!

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I feel like you would have to make your own book of business to become partner.

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Hi. Thank you so much for all of this feedback! The checks do not have a DBA on them. And yes, I understand that about bigger companies. I would rather get into a smaller firm that would value me more and give me better perks. My boss said profit sharing after 1 calendar year, and he pays 80% of my benefits. No talk of 401K or pension. We have my review coming up in a week or two, after he returns from having covid. I want to ask for quarterly profit sharing, not annual, my hybrid schedule and a raise to combat inflation plus what I deserve for running the business by myself so well for the last year, plus wearing multiple hats. I also know that he wants to continue seeing me as an account manager even though he knows I’m ambitious. I WILL
NOT LET HIM KEEP HIS KNEE ON MY NECK!!!!!!!

Any advice is appreciated!! Is anyone hiring in the Bay Area, CA where I’d have opportunity to grow in that capacity?

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