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Posts Tagged ‘Securities’

Advice from sales professionals (i.e. insurance, annuities, securities)?

27 Apr

I’m looking for advice from sales professionals on where I can go with my career. For the last year and a half, I’ve been an independent agent for a leading supplemental insurance provider, and am licensed for health & accident and life & annuities. While I like many aspects of this job, I’m frustrated with the results! I’ve landed and opened many accounts since I began, but I am tired of low commissions once I get an account opened.

I’m interested in moving forward, perhaps contracting with more companies to help utilize my life/annuities license more or maybe even taking a few securities exams. The thing is, I don’t know how to approach this. What are my needs if I want to expand my role? Currently I do a LOT of face to face cold calls, and I do not (nor can I afford to) have an office.

Again, I am a little unclear about what my options are, and what my limitations might be if a) I wanted to work for an agency or b) If I were to contract with additional companies, what will I need? Ideally, I’d like to get into a position where I’m putting a substantially less amount of miles on my car, and possibly with a company that provides some warm (and/or direct) leads.

I’m also open to the idea of getting licensed in securities. For example, I noticed that a bank in the area was looking for a sales person with certain licenses to sell the bank’s financial products with only 1 year sales experience. Would something like this be feasible if I can get licensed in securities?

Any advice is helpful, I know I’m all across the board with this question.

 
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