Paul Wilson: How did you get your start in the benefits industry?
I graduated from college with two degrees, but the job offers I received didn't really appeal to me. About two weeks after graduation, I called my dad and opened up about my situation. He owned an agency, so I asked him about what he does every day. He wasn't hiring at the time, but he made an exception and brought me on board. So I got into the industry by taking on something I didn't really know anything about.
PW: What was your initial role and how has that evolved over time?
At first, my role was to pound the phones: cold-calling and just learning. During the first year in our business, your primary job function is just to learn, because there's so much to what we do.
As time went on, my dad and I would do appointments together. He would run them and I would listen to the questions he was asking and watch what he was doing. As our business has grown, we have continued to bring more people on board. My dad is the mayor of our town, so he's gone a lot. He brought another employee, Jeanette, on board after I had been there for a year. We started working together and she would let me get my feet wet during meetings and then jump in to help if needed. Over time, they let the leash out.
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