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Kayla Nguyen

Interview 10/2- Kyle Sasso


What is your job title? Financial advisor, career change not a full
blown actuary: actuarial analyst II
Where do you work?
Horace Mann (2 years), insurance company,
What licenses do you have/ what are the life insurance department
general licenses?

What are the big corporations/giants in Consulting:


actuarial science? Do you work for one? Ernst and Young (EY)
Willis Tower Watson

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

Run data through bases to create reports and


run through excel

Dealing with a bunch of data, there’s always


problems and you have the analyze for the
problem and fix errors/find out why

What kind of actuaries are there? Consulting or Insurance (property casualty,


life and health-evaluation vs pricing)

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

How do you handle stress? I like to workout and exercise, try to do it 5


times a week. Doesn’t get stressed often
What has been the most challenging part of Some of work and learning a new software
your job? can be challenging

Process of transitioning into a new software


platform, reserves and pricing department are
converting bc they used different programs

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 coursework or preparation do you feel Exams are important


was the most helpful in preparing for your
job?

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

I took AP Statistics as a sophomore, do They are on the exams


actuaries use inference tests, such as the chi-
squared test or linear regression test in real
life? Do they use confidence intervals?

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

Resume Doesn’t know enough about resume, looks


great with honors and awards
Not familiar with AP Scores (out of 5 scales)
● Put 5/5 scale

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

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