I’ve done it! After passing the theory examination, I am now officially a financial consultant for OVB.
It is always important for me to keep up with what’s happening and to start everyday by examining the current news from the financial world, particularly so now that I’m a financial service provider. Later, in the office, I then work through my post and e-mail messages and then enter the data from my last customer appointment into the system.
This afternoon I have an appointment advising a customer. I shall re-establish contact with him and check whether the agreed appointment is still convenient. I also want to take along a new colleague from my team. During the appointment with the customer I will train him in how to record the details of the analysis.
I have thus started to build up a small team of financial service providers.
I also regularly take part in training measures and do so by taking advantage of the seminars offered by OVB. With my firm target of reaching the fourth career stage or even the final, I have to expand my theoretical knowledge, apply it and enable interested applicants to launch their careers with OVB.
This evening I’m going to a local handball training session. You never know where you’re going to meet your future customers or financial service providers.