ipl-logo

Summary Of Jared Breeden's Interviews With Lincoln Financial Group

2803 Words12 Pages

Our group has conducted multiple interviews with professionals in the finance and financial technology industries. The executive summary equips students with the necessary knowledge and skills needed to succeed in their future careers. All interviewees have generously taken out of their time of day to provide us with valuable information about their professional careers. From helpful advice to insider knowledge, our group appreciates them greatly for participating. Our first interviewee is Jared Breeden, a financial investment advisor with Lincoln Financial Group. Breeden has his Securities Industries Essentials license, life and health insurance license, and many others. He started his career in manufacturing leadership and switched to the …show more content…

Our group divided our questions into four main categories. The categories are about the work itself, state of the industry, compensation and advancement, and skills and experience. All categories relate to one another, bringing together a better understanding of the interview. Our group has carefully selected twenty questions to be used that are best suited to the industry we are researching. These questions cover all the most important topics that must be addressed and understood when conducting the research. The first category of questions that our group is summarizing is about the work itself. Interviewees were asked what skills were most essential in their industry. They replied with common answers such as communication skills, customer facing, analytic skills, time management, mathematics, and excel experience. These skills are the most expected in the finance industry. The main challenges that the interviewees reported were time constraints and deadlines. Finishing important research and paperwork in a certain amount of time, then completing a monthly report was a common theme in the …show more content…

Furthermore, due to the sensitivity of personal financial information, advanced cybersecurity and data management is imperative to the health of companies in the industry. Thus, FinTech, or financial technology, described as the integration of technology into financial services to improve efficiency, has become a prominent subset of the financial industry (Kagan, 2024). Additionally, finance companies adopting fintech have seen large growth and reduced costs (Puschmann, 2017). According to Statista Market Insights (2024), the global financial technology sector is expected to generate over 120.29 billion dollars in 2025. This section of this report discusses careers in the financial industry, with a focus on FinTech careers, addressing key aspects such as labor market information, segments within the field, salary ranges, job outlook, educational requirements, and other relevant considerations. Financial technology encompasses a diverse range of segments within the financial industry. One crucial segment is payments and transactions, which includes companies specializing in digital payments, peer-to-peer payment systems, and mobile

Show More
Related
1417 Words | 6 Pages

This question should be asked to know if the person has had experience in working as a manager 4) How do you handle situation where an employee is underperforming? This question should be asked so that the employers could know how they are willing to make tough choices and have hard conversations, are they indecisive or biased.

Read More
887 Words | 4 Pages

Technology can allow faster and more accurate transactions that many brokers are already taking advantage

Read More
452 Words | 2 Pages

Assignment 4 – Interview Questions 1. Tell me about yourself. I am a good listener, an effective negotiator, and a fast and effective problem solver. I enjoy interacting with customers to promote products and services to customers, answer customer questions, and resolve product and service related problems. 2.

Read More
147 Words | 1 Pages

Not only am I drawn to Wells Fargo’s rich history and comprehensive reach in the financial services industry, its highly collaborative and caring culture offers me the opportunity to make a real impact. When I first became interested into wealth and investment management, I reached out to many professionals but Wells Fargo advisors were one of the few to response. Not only were they willing to offer valuable, they also connected me with their colleagues and invited me to tour their offices. Through the phone calls and tours, I got to experience the Wells Fargo difference: a team-oriented culture of caring and helping others. Being a part of Wells Fargo and the WIM program gives me the unparalleled opportunity to gain hands-on experience and

Read More
969 Words | 4 Pages

Likewise the suppliers and lenders need the practical skills required to do their job well, which include good communication skills, good interactions with all internal and external individuals and to feel respected and valued. External stakeholder needs include information to promote sales and publicity and to generate sponsorship, announcing upcoming events, products and services, to support all branding of the company. Communicating in a business environment is important and always has its purpose. This could

Read More
718 Words | 3 Pages

Introduction One thing that has aroused my curiosity when I saw the logo of Wells Fargo, it is the western movies image that many non-Americans associated with the U.S.A. this logo (stagecoach) for a bank is unusual and as ex-bank employee, I try to learn more in order to compare. What I learned arouse my wish to work upon my graduation and why not you? Its welcome, I quote “Regardless of our growing size, scope, and reach, we must never lose sight of putting our customers first and helping them succeed financially.” (Wells Fargo & Company) summarize my interest for this company. For a financial entity of this size, you must know the history of Wells Fargo, you must know values and culture of Wells Fargo, and you must know the strategy and goals of Wells Fargo.

Read More
1041 Words | 5 Pages

This had an additional benefit as Mike could explain his work and reply to questions hands on in the factory. When preparing the interview questions, I centered them around two primary subjects, cost accounting and managerial work. Mentioning earlier of my interest in the internal auditor field, I wanted to ask some questions related to that. Also, because Mike is a supervisor, I believed this would be an excellent opportunity to ask about the life of a supervisor. This was particularly interesting to me because a supervisor position is a common stepping stone for most career fields.

Read More
982 Words | 4 Pages

I began my career at DeVry University as a Career Advisor and later promoted to my current position as an Associate Director of Career Services. My positions in Career Services requires research on the hidden job market and employment trends in order to effectively advise our students and alumni for success in the working world. Having done the research on the hidden job market and employment trends, it is clear that in order to continue to be successful, one would need to continuously reinvent him or herself and be open to change with company trends and the world. Throughout my tenure at DeVry University, I have seen a variety of changes which had an impact on my role in where I had to constantly adapt to these changes in order to stay relevant. It is important to note that in today’s job market, candidates should be able to adapt to change as companies will experience constant changes in order to compete in the working world.

Read More
1119 Words | 5 Pages

Thus, to effectively examine how technology influences the banking industry, we decided to track back to the beginning of this century. UC Davis Library database allowed us to have access to the full

Read More
1048 Words | 5 Pages

This is important because as interpersonal communication students our focus is learning how to establish and maintain relationships through communicating. “Of the nine soft skills mentioned above, the most important to interviewers, in my experience, are communication skills and creativity” (Heinzel, 2012, p. 47). The book discusses communicating in an interview and learning how to utilize the skills, concepts, and theories we have learned in college. It teaches students how apply these skills in creative ways that will distinguish them from other competitors, ultimately capturing the attention of hiring managers and CEOs. By learning how to stand out in this competitive world we will have an advantage over others.

Read More
850 Words | 4 Pages

Through the use of innovative technology, Wells Fargo aims at creating new kinds of lasting value for businesses and customers and also increase efficiency for the internal

Read More
1459 Words | 6 Pages

“The last source of competitive advantage is human capital which is why it is so important to have a good hiring system in place” (Bowers, D., & Kleiner, B.H. 2005). The principal intent of this case assignment is to scrutinize behavioral-base interviewing in the following areas. Initially, a succinct discussion of the pros and cons of behavioral interviewing will be provided in this paper. To be followed by this student’s reaction to four pre-determined behavioral based interview questions. Finally, a depiction of ten conventional questions by which an interviewer normally interrogates a potential candidate with in the course of a common interview.

Read More
1759 Words | 8 Pages

The changing regulations and the market operations will impact highly the financial planning, Investment, taxation and superannuation. The future skills which would be critically required by the financial services organizations would be: • Supervision and

Read More
3578 Words | 15 Pages

It is not known if the FTZ will be a replacement for Hong Kong or Singapore? This will have to be assessed, especially as the current disagreement between UK and PRC regarding Hong Kong and its proposed governmental legislation, this may be seen as preparing the way ahead for this region and removing Hong Kong as a financial hub?   8.6 CHALLENGE 4 - SKILLS SHORTAGE There is a skills shortage within the PRC banking sector, a problem for is a lack of key talent at the local level, many are recruiting externally but this then causes the problem of increasing salaries, (PWC, 2012). As the financial sector in PRC grows, there will be a high demand for skilled personnel, this will place increased burden on salaries and benefits as local PRC banks seek to retain staff. At a managerial level there are perceived skills shortages in the areas

Read More
727 Words | 3 Pages

Specific Purpose: To persuade my audience to be more engage in financial dialogue and have more understanding of their finances. Central Ideas: Although finance is a world within its own it is still very important to know the most basic way to manage your money or even knowing how invest your money. 1. Suppose you have $150 in the bank account, your interest rate is 3 percent per year. What would the balance be after 6 years in the bank.

Read More

More about Summary Of Jared Breeden's Interviews With Lincoln Financial Group

Open Document