Transcript Career Opportunity - Cavaliers Insurance Marketing

Career Opportunity
09/05/2013
Roberto H. Bruce, MS, CLU, ChFC, LUTCF
Cavaliers Insurance Marketing
Rights
Reserved
Mission
Cavaliers Insurance Marketing
To provide our members with sales
and management skills for the
pursuit of a progressive, successful
professional career in financial
service.
We believe that the key to long range agency success is in
the professional development of our members.
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Reserved
Cycle of Success
Financial
Independence
RECRUIT
SELL
Marketing
Structure
Professional
Development
TRAIN
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Company vs. Products
1C
1C
1P
MP
MC
1P
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Reserved
900
MC
MP
BROKER
899
898
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Reserved
Agency Building Opportunity
 Strong
Companies
 Unique Products
 Ground Floor Opportunity
 Competitive Agency Compensation
Agency Compensation System
MANAGEMENT
OVERRIDES
PERSONAL
PRODUCTION
Executive Sales Dir
(As GA, An SGA)
Area Sales Manager
(As GAII, An GA)
5%
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15%
10%
25%
20%
10%
33%
28%
18%
8%
85%-115%
$300,000 A.P.
16 RECRUITS
80%-105 %
$150,000 A.P.
10 RECRUITS
District Manager
(As Broker, An Agent)
70%-95%
$75,000 A.P.
6 RECRUITS
Unit Manager
(As BrokerII, An Agent)
60%-85%
$40,000 A.P.
2 RECRUITS
Associate
(As Agent4, An Agent)
52%-85%
$20,000 A.P.
(ANNUALIZED PREMIUM)
Personal Production
$ 100 / month policy
$ 100 X 12 = $1,200
X 50%
__________
$600 / 2 hr
__________
Not a lot of income
Not a lot of work
______________________
$300 / hr
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either
PIONEER
INSURANCE
SERVICE
EXCEL
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CHOICE?
EMPLOYEE
BUSINESS
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CLIENTS:
WITH
INSURANCE
WITHOUT
INSURANCE
PRACTICALLY, EVERYBODY!
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Your Capital
(In California; Check for other States)
1.
2.
3.
4.
5.
Pre-Licensing Education (52 Hrs)- $78
Life License Exam ————————— 39
Life & Health License (2 yrs) —— 140
Fingerprint ————————————— 61
Business Cards —————————— 10
Total
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$328
3 TYPES OF PEOPLE
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1.
DON’T
KNOW WHAT HAPPENS
2.
WATCH
THINGS HAPPEN
3.
MAKE
THINGS HAPPEN
A BROKER’S CREED
Cavaliers Insurance Marketing
I hereby swear to abide
with the philosophy based on
the 3H of Conduct
– Honesty, Hardwork, and Help –
in my pursuit of a progressive,
successful professional career
in financial services.
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Reserved
So Help Me God.