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  • How to Turn Suspects Into Prospects
    VP of sales that took place after a call. I was a young, excitable sales rep. As I recounted the call ... react when you posed the question what happens to your business if you don’t address the problem? Oops. I ...
    • Date: May 2017
    • Competency: Communication>Active listening; Communication>Difficult message delivery; Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>General business skills; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Change management; Leadership>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Ethical standards; Professional Values>Practice expertise; Professional Values>Public interest representation; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Management partnership; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Innovators & Entrepreneurs
    • Topics: Actuarial Profession>Entrepreneurism; Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • 10 Easy Steps To Your Next Actuarial Opportunity
    Opportunity This article is a comprehensive outline of the steps involved in a successful job search, specifically ... years of experience placing actuaries, this article assists in managing the potential pitfalls of the process ...

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    • Authors: Patty Kent
    • Date: Nov 2013
    • Competency: Communication>Persuasive communication
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Traditional careers
  • Energize Your Clients and Audiences
    others tend to "deflate" the room. The authors offer suggestions for being in the first group. By Jim Poage ... an enthusiastic acceptance of their work, while others tend to "deflate" the room. What sets these notable ...
    • Authors: Elena Petricone
    • Date: Aug 2016
    • Competency: Communication>Oral communication; Communication>Persuasive communication
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Competencies; Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • The Almighty Elevator Pitch--Part 2: Making It Sing
    The Almighty Elevator Pitch--Part 2: Making It Sing This article gives suggestions for overcoming the ... the design and presentation challenges of the 60-second personal networking or branding pitch. Marketing ...

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    • Authors: Eugenia Kaneshige
    • Date: Feb 2013
    • Competency: Communication>Persuasive communication; Leadership>Professional network leverage
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • Designated Roles for Actuaries in Canada
    Actuaries in Canada A review of the development and responsibilities of the "appointed actuary" ... other designated roles in Canada. Canadian Institute of Actuaries=CIA; 4294991256 6/1/2012 12:00:00 AM ...

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    • Authors: Morris Chambers
    • Date: Jun 2012
    • Competency: Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; Professional Values>Ethical standards; Professional Values>Practice expertise; Professional Values>Public interest representation
    • Publication Name: In The Public Interest
    • Topics: Actuarial Profession
  • Designing and Communicating Retirement Plans for "Humans"
    that the transition from DB to DC plans won't be complete until plan sponsors offer programs of retirement ... retirement income in their DC plans. The essay discusses the relevant actuarial and behavioral issues.

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    • Authors: Steven Vernon
    • Date: May 2016
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation
  • Time to Review Your LinkedIn Strategy
    your network of connections, drive traffic to your website, and establish yourself as the go-to authority ... pretend that you are attending a conference with the hope of making valuable connections. If a person walked ...
    • Authors: Allyson Lu
    • Date: Nov 2018
    • Competency: Communication>Persuasive communication; Communication>Written communication; Leadership>Influence; Leadership>Professional network leverage
    • Publication Name: Innovators & Entrepreneurs
    • Topics: Actuarial Profession>Best practices
  • A Millionaire Mind and the Money to Match: Are They Prospects for Long-Term Care Insurance?
    A Millionaire Mind and the Money to Match: Are They Prospects for Long-Term Care Insurance? This is ... is an article about the sales process for long-term care insurance. Marketing and distribution; 9982 ...

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    • Authors: Debra Newman
    • Date: Mar 2006
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; Leadership>Influence; Relationship Management>Relationships and trust
    • Publication Name: Long-Term Care News
    • Topics: Long-term Care
  • An Unorthodox Guide to Actuarial Communication (Part 2)
    from Actuary of the Future November 2017 Issue 41 NOVEMBER 2017 ACTUARY OF THE FUTURE | 23 An ... By Dave Snell In part 1 of this guide (Issue 40, May 2017; find it on the SOA website at https://www ...

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    • Authors: David Snell
    • Date: Nov 2017
    • Competency: Communication>Persuasive communication; Communication>Written communication
    • Publication Name: Actuary of the Future
    • Topics: Actuarial Profession>Professional development
  • Starting Meetings Right
    facilitators at The Grove Consultants International guide you to do one thing at the start of every meeting: ... that the meeting is a great success, what will you have at the end that you didn’t have at the beginning ...
    • Authors: Jay W Vogt
    • Date: May 2012
    • Competency: Communication>Active listening; Communication>Persuasive communication
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Entrepreneurism; Actuarial Profession>Professional development