From Combat to Client Service: A Guide to Hiring Military Veterans to the Financial Services Industry

When We Hire Military Veterans, Everyone Wins.In the insurance and financial services industry, we need to hire candidateswho are honest, loyal, committed to the organization’s overall success, have agreat work ethic, work well on teams, and perform well under pressure.Look no further than veterans of the US military forces for your bestcandidates.From Combat to Client Service focuses on the tremendous opportunitythat companies, firms, and agencies have to make veterans valuablemembers of their teams. It explains how military experience can translateto success in the civilian workforce and answers the who, what, why, where,when, and how of recruiting our nation’s courageous defenders. You’ll learn:• Why military veterans are ideal candidates in our industry• Why some companies don’t hire veterans—and a list of those that do• Where to find military veterans• When and how to recruit veterans• Advice to veterans seeking civilian careers• Employment outlook of our industry and for veterans• Understanding the military culture and rank structure• How to make vets feel welcomeJim Petersen entered the financial services field in 1983while continuing a 22-year career in the US Navy and USNavy Reserve. He served as a submarine officer and retiredwith the rank of captain (0-6). Jim retired from a majorfinancial services company at the end of 2018, havingserved in multiple positions in the field and the home office.He holds a BS degree from the US Naval Academy and twomaster’s degrees from The American College of FinancialServices. He is the first financial services manager tobe awarded a PhD in financial and retirement planningfrom The American College. Jim is currently anadjunct professor, speaker, and author.