Peter is an Insurance and Financial Planner who guides employer’s on making the best decisions regarding insurance and benefits for their employees. In his industry, networking is a large part of procuring new business. Listen to Peter’s successful tips for putting yourself out there and meeting people!
Transcript
>> My name is Peter Mays [phonetic], and I do insurance and financial planning. We help employers with their insurance plans, whether it's for their employee benefits, whether it's their own personal retirement plans or the company retirement plan. Then we also help the individual employees understand what exactly they're getting into, and obviously they need personal help themselves, and we're able to provide that for them as well. So we do a little bit of both. Basically, get into the office, check emails. Typical stuff like that, and then we either have an appointment at a client or I'm trying to find a new client or I'm handling an issue with a current client, whether they've got questions on their plan, whether it's renewal time and they need to review their plan or their rates have gone up and we need to talk about how to fix that or negotiate with the vendors that they work with. So it really changes, but that's, I guess, standard. With USC there's a lot of great networking events. So do a lot of that, a lot of networking, professional and otherwise, and cold calling is always an option, and just through personal referrals and current referrals, of current clients that we have. We're usually, you know, reaching out to them, and hopefully they appreciate our services and we can get a nice referral from them. Well, it's nice that my schedule's very flexible with the job I have. Because, you know it's kind of a double-edged sword. I need to be out networking a lot, which is difficult, but at the same time, my schedule is flexible. So if I need to leave to go do something, I can do that, whether that's a networking event or whether it's something personal, which is nice and on occasion. But it's typically 8 to 5 or more like 8 to 6. Sometimes you'll stay even later than that, depending. You know, it never really ends per se, but I could be, you know, reviewing emails for a couple hours in the morning, responding to client calls for a couple hours and then out on an appointment in the afternoon for a couple hours, depending on traffic, and then come back in and wrap up -- or try to wrap up most of the stuff at the end of the day and then get back at it the next day.
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