Agents Post 'Help Wanted' Notice For Banking Products

The idea that customers can walk into an independent agency and find insurance and bank financing products under one roof might seem like a logical fit, but knowing what is right for a given client requires some experience and a thorough understanding of all the financial services being sold.

Essential to success in selling bank products, agents say, is having a good organization behind you providing support. Such organizations should educate insurance agents about product lines and selling opportunities, and be there to assist them if providing broader financial services becomes overly burdensome or too complicated.

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