Professional Documents
Culture Documents
Insurance:
CNA
Liberty Mutual
Any big insurance company
Can you give me a description of your job Life financial reporting, month/quarter/year-
duties? end
How similar or diverse are your workdays? First two weeks of a month are similar
Quarter or year end has more reports
Last two weeks of the month has down time,
learn software program or cross train
DAC studies
How do you balance work and family life? Yes, probably one of his favorite things=
flexibility of schedule
Do you have a comfortable amount of leisure Allowed him to move to dallas, works at
time? home whenever he wants to or at office
What are the benefits in becoming an actuary? Feels he has the competitive edge back and
can control how quickly you move up in your
career and low stress, flexible work life
balance
What prompted you to choose your field of Competitive person, wasn’t content with his
study? current job
What skills do you feel are particularly Strong attention to detail, loves math, can
important in doing your job? push through and work hard
What did major in? Do you need a masters to Finance major, do not need masters, exams
become an actuary? are pretty much everything
What type of math do actuaries use? Is there a Lots of excel work, coding
need for advanced math/do you apply calculus
concepts? More math helps, but not required
What are some common software/programs Excel, Microsoft Access, Sql (Moody’s
that actuaries use? Axis?)
What types of things are on the actuarial Biggest thing when becoming an actuary,
exams? likes the exam because he is a competitive
person
Is it just one exam or are there subparts/sub-
exams? If subparts, how many? Start as an actuarial analyst, to get a step up,
take more exams, lots of emphasis and
Are there specific actuary exams, like one for incentives to take exams, how quickly you can
business or environment, or is it a general move up leads to more opportunity like raises
exam?
Math based, 5 preliminary exams (or 7?) to
get ASA (ASA and FSA) plus modules
● Probability
● Investment
What qualities do you look for (or would you Someone you can get along with
look for) in potential employees? Pays attention to detail
Discipline
How would you rank these qualities? Very Analytical
Recommendations/Advice (articles, books, Get a LinkedIn set up, it will definitely help
topics) with getting involved with businesses and
professionals, how he got interviews for
Horace Mann and financial advisors
● Like a business Facebook/ more
formal