Advice please! What do i need to do to get out working?!?!
I am looking for some advice. I have been working with an independent
agent since feb 2010 as his assistant. he was seeing push back from his
B/D back then when he mentioned that he wanted to bring me on as a rep. I
have since completed all my insurance licenses, series 6 (he thought I should
take this first...before the 7...and now he said he was sorry, should have
taken the 7 right off), the window is open for series 7. the B/d stated
today that they will not support him to hire me under his OSJ. he is
willing to have/let me do whatever I want. I am new, I don’t know really what
I can or cannot do. What do I need to do so I can hang a shingle and
start selling? who should I talk to? any ideas?
What reason have they given to not support hiring you? Also, I'd find it a bit surprising that they'd say that, as compared to "we don't think you should". It's a cost issue, and the Sr. would be on the hook for fees. You'd be surprised, but tech fees, licensing fees, bonding fees, and you're looking at probably $7,000 per year per head. So, I have to wonder if it really is the Sr. Rep.
That said, if you have passed all those other tests, the 7 really isn't too hard. Insurance, that was pretty tough for me, took me two times to pass, very boring/stale material.