Laboring as an insurance agent can be interesting. America’s Professor.com says “many modern insurance agents do not sell one specific type of insurance policy (fire, auto, homeowner, etc.), but instead sell multiple types of complementary insurance. For instance, an agent who sells flood insurance may also sell fire insurance and other disaster-related policies, as well as general homeowners insurance.”. It sounds like you need a lot of knowledge.

Footwork

As an insurance agent, you not only have to know about all the different type/s of insurance that you sell, you also need to know your market. That requires a lot of research into the trends and demographics of the area/s that you work in. All of that research is going to require a lot of footwork. You’ll have a lot of information to look up as well as many, many phone calls to make.

Telephones and Offices

Another aspect of an insurance agent is getting a hold of the various potential and current clients that are available. This will have you utilizing phones frequently, as well as needing a place to meet them at that is professional. Both of these needs, as well as many others, can be met by Officense. We have professional offices in a prestigious inner harbor location that you can rent.

There is also the benefit of well trained receptionists ready to greet your clients for you. Those same receptionists can answer calls made to you and redirect them where you need them. While laboring to gather all of that information you will receive a lot of mail which needs processed. We can do that for you. This last is also important because even if you choose to work from home, you still need a professional address to list with Google and many other places as a registered agent.

End of Laboring Beginning, of a New Relationship

So on this Labor Day why don’t you take a break and give us a call at 410-814-7500. Alternatively you can email us at info@officense.com. You can even come on down to 300 East Lombard Street, Suite 840, Baltimore, Maryland 21202 to meet with us in person. Either way we would be more than happy to answer any questions you have about any of the myriad services we offer. Hopefully you’ll let us help you labor less on this Labor Day.

As an Investment Advisor, your job is to manage your clients’ money and other financial assets. You select things for them—like stocks, bonds, and mutual funds—and then buy, sell, and monitor them within different accounts, in keeping with your client’s investment goals. With you having to manage all your clients’ money, you don’t need the extra distraction of managing your administrative tasks as well. That’s what Officense is here for. Get exceptional administrative services, such as private office rental, mail handling or phone answering from our fully-trained executive assistants.

ADMINISTRATIVE SERVICES

With our phone answering training, we will greet your clients in a friendly manner and project a professional image for your investment advising company. Per your instructions for call handling, we have multiple resources to offer clients that call for you. We’re able to screen your calls, connect them to a member of your team, send them to voicemail, and/or take a message on your behalf. When you choose to work with Officense, we will ensure your clients are heard, understood, and guided accordingly. We have plenty of options for your phones. You can set them to be answered during normal business hours. Or get calls round the clock with HiLivePro, our 24/7 call answering service, all with our live staff.

In addition to your phones, at Officense we have a coworking space with individual private offices. When you have your own office space inside a coworking environment, it provides a sense of privacy. Something you otherwise wouldn’t get with open-floor plans to limit distractions, while encouraging coworkers/other business-owners sharing the workspace to discuss business collaborations (hello, networking opportunities).

If you want to meet with a larger group, we have 2 conference rooms of different sizes, equipped with a monitor for video conferencing and window views. Even if you don’t need full-time offices, we’re always be a solution, as we have very cost-effective day rates for renting the conference rooms and offices only when you need it. Officense also offers 24×7 access to the space we have provided for you, so those late-night conferences can still continue if you wish for them to.

CONTACT US

Don’t worry about juggling between your business and your clients. We know you already feel strapped for time without those lengthy tasks interfering. Here, we focus on delivering a level of service unmatched by any other business’ virtual office. You can be instantly connected to your clients and important documents from anywhere in the world! Never miss a call or a meeting with a client again with Officense by your side. We are here to help you create a balance at your investment company, and in turn your life. Contact us today: info@officense.com or 410-814-7500 to learn more about our other services. We’ll talk soon!

As a financial planner, your daily job is to discuss several finance topics and answer questions about your client’s annual income, debt obligations and management, savings, tax liabilities, personal and family budgeting, investment strategies, monthly expenses, and insurance plans. And to meet your client’s you would want to have a more private and professional office space rather than your home office. Financial Planner’s Professional Business Address is a smart decision if you don’t have a physical office space to meet with clients. Along with that, you will also get a mailbox to have your mail and packages sent. Choosing to get a virtual business address will increase your productivity and efficiency for your business.

The virtual business address services Officense offers includes our receptionists sorting mail, scanning and forwarding them as per your request. Not to mention, giving a professional business address will increase your credibility with your clientele. Of course, you could get a PO Box if you don’t have a physical office, but a PO Box doesn’t sound reassuring or make you sound legitimate either. In addition, a PO Box isn’t considered a physical location according to Google My Business, which just adds to the reasons of why you should resort to a virtual business address instead. A professional business address instantly improves your image, as well as your business. The way someone views your company or business is everything, that alone can influence how successful your business can be.

Deciding to have a Financial planner’s professional business address allows you to keep your personal life and professional life separate. Also, a virtual business address can lead to other opportunities and other resources. One being, having a central location with easy access; and two, it creates more of a sense of stability for your business. If you don’t have a physical office location, your business address will never change even if you’re moving around and expanding your business.

Officense has the tools and resources you need to make your business grow and reach higher levels! If you’d like to get more information on our services, please visit www.officense.com or please give us a call at 410-814-7500!

Officense has been partnering with and assisting financial advisors for over 10 years, providing professional communication and administrative solutions. Our professional business address, private offices/conference rooms, call handling, and mail processing services lend instant credibility to any financial advisor. For example, customized scripts for phone answering provides full-time support while matching your call instructions. It gives you time to focus on your job’s additional responsibilities. And the best part about Officense’s services – you only pay for what you use.

PHONE ANSWERING AND MORE – ALL AROUND THE WORLD

Whether you work from home, or have to travel for business, important calls shouldn’t be missed. By choosing an office assistant with Officense, you get our exclusive, customized phone answering services. For instance, they can either run during regular business hours, or 24/7 with Officense’s HiLivePro. This means that we’ll forward calls according to your instructions anywhere in the world. For financial business leaders, assistants with phone answering services from Officense is the best solution for your business administration needs. We provide courteous, professional, customized services to maintain the corporate image you’ve built. Whether you need live call handling, consultation scheduling, custom call screening or more, we are the company to connect with.

While we offer outstanding phone answering services to financial advisors, Officense has many more solutions to assist your company in its success. Some additional services offered to business-owners are: on-demand admin support, appointment scheduling and management, bookkeeping and data entry, we even offer business consulting to those interested. To learn more about Officense’s phone answering and other custom business solutions offered, check out our page on Personalized Solutions for Financial Advisors.

REACH OUT TO US TODAY

Don’t hesitate anymore about this decision. Unlike other market trends, our Officense’s services remain constant. Email or call to speak with an executive assistant or sales coordinator at info@officense.com or 410-814-7500. If you’re thinking about dropping in to learn about our phone answering services firsthand, Officense is open Monday-Friday. Our office is closed on weekends, but you can submit a contact request or chat with us anytime via the link on our website. Officense is keeping everyone in our thoughts during this pandemic, and will be here ready to help your business along the way.

As someone in financial management consulting you know that there are a lot of people to meet and greet. We all know time is money, and you have a huge demand on your time. What you need is a way to streamline your time to save YOURSELF some money. A good way to do this is with financial management consulting offices.

Benefits

A good financial management consulting office will give you the staff support that you need and desire. This is at a fraction of the price if you went it alone. Monsters job description of a financial management consultant mentions the following:

…….

• Asking for referrals from current clients
• Meeting prospects at community functions
• Responding to inquiries
• Gathering information on the clients’ financial situation
• Developing financial strategies
• Proposing financial plans
• Preparing financial status analyses and reports
• Updating job knowledge

That’s a lot of information to gather and places to be all at once. With a financial management consulting office you can meet with your clients and potential clients. You also are able to have a place that has all of your resources at hand. Your clients will be greeted by well trained receptionists, while they are waiting to be seen, with a really good financial management consulting office. Whether you are running a bit late, meeting with another client, or are tied up with researching something, your clients will still be taken care of.

Solutions

Here at Officense, we have fantastically trained executive assistants to help you with the above tasks. Our offices are private, individual offices that are well appointed. We have a nicely sized reception area where your clients may wait and enjoy a magazine or candy. Our staff is friendly, courteous, and professional.

Contact

For more information or to sign up for one of our financial management consulting offices today, please call 410-814-7500. You can also reach us by email at info@officense.com or through our website. You can come on down and check things out for yourself, or get to know us a bit, at 300 East Lombard Street, Baltimore, Maryland 21202. We look forward to getting to know you and help you with your needs!