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2. Offer full training, marketing support (Didn't discuss leads, comm split yet), designation classes (CLU etc) and proctoring.
The term "training" in our business... is quite nebulous. What you need from day 1, is a solid marketing plan to help you fill up your pipeline with qualified people to help.
Designations are nice... but ONLY if you're producing. If you don't have anyone to see, and don't have the skills to talk to people... you're going to fail... regardless of the location of the firm being next to, on top of, or even inside Walmart.
At some point during the interviewing process, they may ask you to do a "project 200" of everyone you know that's somewhat local to you. Just because you know someone doesn't necessarily make them an ideal client for you.
Instead of being an opportunist (finding people and adapting to their needs)... try being a profile specialist - people who fit a certain mold, and specialize in their needs, and get referred to them over and over again. It may get boring... but the pay isn't!
Ask about office expenses. This is not a 'job' where your agency may pay for everything. You'll probably get a 'grace period' of about 3-6 months before the agency starts to bill you for office space, telephone, internet, copies, technology fees, etc.
So yeah, I'm the 'realist'. I'm going to find that weakness and make it huge... because of everything else in your post... NOTHING else matters except having a great marketing plan. Everything else, your agency can provide for you.
http://www.insurance-forums.net/for...nsurance/guidance-new-life-agents-t29999.html
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So, the vesting schedule is set by Guardian and not NPC (the GA)?
And if so, does that mean the contract I'd sign with with Guardian and not NPC?
I'm so new I still have the price tag on my forehead!
Guardian life is the life insurance company... who actually has their own broker/dealer - Park Avenue Securities. Home | Park Avenue Securities
National Planning Corporation is a broker/dealer that works primarily with independent registered reps. https://www.natplan.com/private/Welcome.nph
You'll need a life insurance license to get started offering Guardian and other insurance company products. You'll probably be expected to obtain your Series 7 & 66 to offer investment services through NPC.