I am a newly licensed agent with no insurance experience seeking advice for moving forward. I am a partner in a tax business that has been in business for over 25 years and I would like to expand our services to offer insurance products, starting mainly with Property & Casualty lines and eventually expanding into life insurance products. I would like to gain experience and then open my own insurance agency as an insurance broker; however, I am not sure the process in order to make this happen. I thought I should work for an agency initially in order to gain experience; however, now I am unsure. I was offered a position with Country Financial with a starting salary but I don’t know if I should accept it knowing that I won’t own my own book of business and take my clients when I start my own agency.
Has anyone been in a similar situation as me? I would like to gain experience but I don’t want to lose clients that I have established by running a successful tax practice either.
Thank you for your time in reading this.
Has anyone been in a similar situation as me? I would like to gain experience but I don’t want to lose clients that I have established by running a successful tax practice either.
Thank you for your time in reading this.