Broker Check

Career Paths

It's Your Career

At the Vermont Agency we recognize that you have a choice when selecting companies to work with, and candidly we are very selective on whom we hire to represent our agency. In making your decision it is important to consider what you would like your career to look like in the future. You may excel in personal sales, you may have a desire to be a mentor and work jointly with others you may decide you’d like a career in management. Our job is to help you build the skills necessary to be successful regardless of the path you may elect to follow.

Year One

Year Two

Year Three

Year Four

Year Five

Personal Sales - Build Your Business

Develop your market

  • Assess niche markets
  • Project 200
  • Market Surveys

Joint work with experienced agents using:

  • CMNB™
  • The Advocacy System
  • Client Building Process
  • Product
  • New Agent Marketing
  • Circle of Wealth

Corporate Conferences:

  • President’s Club
    (Minimum expectation)

Personal Sales

Continue to develop expertise in concepts and systems

Continue joint work with experienced agents

Become a mentor to new agents

Series 6 & 63

  • Corporate Conferences: President’s Club
    (Minimum expectation)

“Get adopted by a senior agent”

Personal Sales

Corporate Conferences

  • President’s Club
    (Minimum expectation)
  • Chairman’s Council
Select one Industry Program to work towards:
  • CLU,
  • ChFC
  • CFP
Joint work with new agents

Mentor

Series 65 or 7

Participate in training, share your knowledge

Optional: Interview/Test for Management Position

  • Pattern of success
  • Fully validate contract
  • Earn conference two years in a row

Personal Sales

Corporate Conferences

  • President’s Club
    (Minimum expectation)
  • Chairman’s Council
(Optional) Sales Trainer
  • Recruit
  • Select
  • Train
  • Joint work
  • Mentor
Obtain designations

Build your own team with junior associates

Personal Sales

Corporate Conferences

  • President’s Club
    (Minimum expectation)
  • Chairman’s Council
OR Sales Management
  • Build a successful unit within the agency
OPTION

Leadership – Co-General Agent

  • Excel
  • Demonstrate results in recruiting and sales
  • Spin off to a separate office
OR General Agent
  • Be assigned an Agency as a General Agent