Tell us about how you contribute to the success of Carrick Global as an organisation.
I believe I contribute to Carrick’s success by giving clients the best possible service and taking a holistic approach. I furthermore make sure that my clients are saving and investing enough for their retirement, while also being protected should anything happen to them or their loved ones. I believe the benefits this creates for my clients, ultimately contributes to the success of Carrick.
What is the best part about your job?
The best part of my job each day is knowing that I am making a difference in people’s lives and that they will be able to retire comfortably because of my input and guidance.
Tell us about your personal and professional growth while working at Carrick.
Since being with Carrick, I have learned that building rapport is one of the most important aspects of my work, and that we should be sharing as much information with our clients and educating them as much as we can.
What is a typical day at work like for you?
A typical day consists of having meetings with potential clients, followed by doing research on the information I have received from them, and then writing suitability reports based on that.
Your favourite (and work-relevant) motivational quote or words to live by.
“If you refuse to quit, you cannot fail.” – Own words to live by