A food service sales rep asked for advice on becoming a commercial insurance broker (producer).
My advice is to follow this 3-step plan.
(It pains me to admit this, but you don’t even need a recruiting firm to get into this great career — though we sure can be helpful.)
Here’s the 3-step plan to become a commercial insurance producer:
Step 1: Get your state’s property and casualty producer license. Do it on your own time and dime. In most states, you can do this while you keep your day job via an online, self-paced class or in a nights/weekend classroom.
Step 2: Write a 90-day prospecting plan. I’ve written articles on how. Here’s one: 90-Day Producer Plan
Step 3: Network into the top commercial insurance agent/brokers in your area. Introduce yourself. Tell them that you are a newly licensed producer with a compelling 90-Day prospecting plan. Ask to meet them to present yourself and your plan for consideration to become a producer in their firm.
The basic formula is: show up with a license, a business plan, and a willingness to work hard and for modest money while you’re learning the commercial insurance broker profession and building a clientele.
Welcome to the commercial insurance producer career!
Best of luck and please let me know if we can help.
