AZ Newbie help
Posted: Thu Mar 25, 2010 11:11 pm
Well after a long day, I have an opportunity which I find attractive and hard to turn down. Hopefully the voices of experience will be able to provide some direction.
Again here is a little background: I recently obtained my licenses in: P&C, L&H.
Today I went around again looking for an opportunity and came across a "mentor" who is willing to work with me ,but he is specialized in Pensions and Annuities, he has always held L&H only never looked into going the P&C route.
So here is the "opportunity”, he is willing to take me in and teach me his trade in life health while teaching me how to specialize in pensions and annuities.
I feel it’s a great opportunity as I know that he is an expert in this niche, but where my concern is what about my P&C. I want to be able to use this as well; actually he even commented to me that it was very important now of days to use the P&C to be able to get the L&H. However, I asked how he has been able to do this , and he well told me it’s his experience and just of the time hes been around the community that he’s become the "to go to" when comes to annuities and pensions as well as life . Although again he does recommend that I need to find the P&C which unfortunalty he cannot offer as it’s not part of his field.
Well hopefully this explains the scenario I’m in and here is my question. If I should go with this opportunity I’m concern that I may hinder my opportunities to do P&C especially since most of the offers I had received so far came from captive carriers.
Maybe it’s a bite complex but since I’m a rookie , I’m concern that although I feel this is a great opportunity yet even my potential "mentor" has commented that having P&C is necessary to be able to reach clients and is something which he cannot offer to teach since it’s not part of his field.
Again the main concern is since I be with him , it leaves me wondering how I be able to get my P&C training as this set up eliminates captives taking me in.
I was actually blown away as he was so open and even allowed me to sit with him thru a couple of meetings where he finshed the day by closing a 400K annunity where he made what i hope to make in a year(going captive while training). Again he explained to me this is not an everyday occurence but he is able to pull a couple a month.I just loved how he worked and just felt at home nearly forgot that I want to do P&C. Again I know that I wont get that type of cases overnight but just by sitting there I felt as I could envision myself on the other side of those shoes.
He offered to take me in and teach me and he was actually willing to hand me some of his smaller cases sort of to equate to what I was offered by the captives but after that I was on my own .. which I find as amazing yet this gentleman is in his final years of working so he is looking to pass it on it appears.
Just again my concern is what about my P&C or Im being stubborn ? its just that he even commented that its neccesary to have P&C going to get people in.. and well its a whole different set up now of days then when he started and he was fortunate to have been successful without having to do p&C but he strongly believes that p&C is critical to be able to bring in potential clientes for the L&H.
Any help will be appreciated.
Again here is a little background: I recently obtained my licenses in: P&C, L&H.
Today I went around again looking for an opportunity and came across a "mentor" who is willing to work with me ,but he is specialized in Pensions and Annuities, he has always held L&H only never looked into going the P&C route.
So here is the "opportunity”, he is willing to take me in and teach me his trade in life health while teaching me how to specialize in pensions and annuities.
I feel it’s a great opportunity as I know that he is an expert in this niche, but where my concern is what about my P&C. I want to be able to use this as well; actually he even commented to me that it was very important now of days to use the P&C to be able to get the L&H. However, I asked how he has been able to do this , and he well told me it’s his experience and just of the time hes been around the community that he’s become the "to go to" when comes to annuities and pensions as well as life . Although again he does recommend that I need to find the P&C which unfortunalty he cannot offer as it’s not part of his field.
Well hopefully this explains the scenario I’m in and here is my question. If I should go with this opportunity I’m concern that I may hinder my opportunities to do P&C especially since most of the offers I had received so far came from captive carriers.
Maybe it’s a bite complex but since I’m a rookie , I’m concern that although I feel this is a great opportunity yet even my potential "mentor" has commented that having P&C is necessary to be able to reach clients and is something which he cannot offer to teach since it’s not part of his field.
Again the main concern is since I be with him , it leaves me wondering how I be able to get my P&C training as this set up eliminates captives taking me in.
I was actually blown away as he was so open and even allowed me to sit with him thru a couple of meetings where he finshed the day by closing a 400K annunity where he made what i hope to make in a year(going captive while training). Again he explained to me this is not an everyday occurence but he is able to pull a couple a month.I just loved how he worked and just felt at home nearly forgot that I want to do P&C. Again I know that I wont get that type of cases overnight but just by sitting there I felt as I could envision myself on the other side of those shoes.
He offered to take me in and teach me and he was actually willing to hand me some of his smaller cases sort of to equate to what I was offered by the captives but after that I was on my own .. which I find as amazing yet this gentleman is in his final years of working so he is looking to pass it on it appears.
Just again my concern is what about my P&C or Im being stubborn ? its just that he even commented that its neccesary to have P&C going to get people in.. and well its a whole different set up now of days then when he started and he was fortunate to have been successful without having to do p&C but he strongly believes that p&C is critical to be able to bring in potential clientes for the L&H.
Any help will be appreciated.