Co-Founder, Coastal Financial Partners Group, California
The first step when considering a career in insurance and financial services is to meet with an agent or manager. You should consider meeting with more than one organization since the initial position involves a lot of training, joint sales work and mentoring from the agency that you join.
New York Life is a fine company but there are many others that can also provide entry into our profession. Ask a lot of questions to understand what support you can expect to receive and try to get a sense of the specific culture of that agency and the insurance company to ensure it aligns with your values and beliefs.
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New York Life is a fine company but there are many others that can also provide entry into our profession. Ask a lot of questions to understand what support you can expect to receive and try to get a sense of the specific culture of that agency and the insurance company to ensure it aligns with your values and beliefs.