CSR Moving Towards Sales

07JLE · 10-10-2007, 03:22 PM

I am a licensed property/casualty "CSR" for an independent agency in IL. I work PT and have been asked to sell on my days off in return for share of commission. I currently do not know how I am tied into the agency; I have asked about E&O and other exposures I will have selling and I am told that I am covered. I don't mind selling and would love to expand my work duties, however, I want to be sure that I am educating myself in all aspects. Also, there may be a potential to someday purchase the agency upon owners' retirement.

Is there anything I should do or watch out for?

Thanks!

Consultant · 10-10-2007, 05:16 PM

Are you W2? If not, if you don't cause attention towards yourself, I'm sure you have many options. I would be very careful about when people say about leaving the business. Unless you are very close to him or speaking with an attorney I would just let that go in one ear and out the other. my 2 hope that helps.