Quote:
Originally Posted by dataz722
That would apply to starting any company. I was more or less talking specifically about insurance. It isn't difficult at all, per se, but there is a lot to learn and cover. Much of it can't really just be taught out of a book or licensing class either ...
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While I did say I agreed with your comment about getting experience working for someone else, my comments were directed at the OP who had asked for advice. As an agent, you are always, in effect, working for yourself, but being in an established office is good experience.
My post *was* specifically talking about insurance.
The work ethic and activity concepts are specific training points in financial sales. “Activity” refers to specific ways of developing a client base through various means - all based on numbers - everything from cold-calling to referrals to sales-development to meetings and presentations to all the further servicing and follow-up activity ... all numbers ... all tracked as specific types of actions ... and all directly translating to your level of sales and number of clients ... all taking specific activity and lots of it.
You could not be more mistaken about the work not being difficult. Insurance work sure as hell IS hard and for many reasons. All financial sales is difficult ... and insurance can be some of the most frustrating ... I’ve been in finance since 1983 when I got my insurance and securities licenses, and until I got into a major stock brokerage in the late 90’s, I had Life, Health and Disability licenses for most of those previous years.
Furthermore, much of what you deal with in the industry IS learned thru obtaining licensing and from books and other printed reference. Not only is the financial industry extremely regulated, and much of what you do and say is quite tightly controlled, but the volume of knowledge to keep up-to-date can only be obtained through print - whether hardcopy or digital. People who go into finance and think they are going to “wing it” and just get in the field and “learn on the job” end up dropping out, getting fired, getting complaints filed against them and/or losing their licenses, and in some cases end up being sued or prosecuted.
The best chance of being successful in retail finance, including insurance sales, is both getting with the best firms and the best training programs, and settling in to the fact that you’ll be in effect in a constant learning or school/training/ongoing-education situation for the rest of your career.
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