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Considering a career change...
Posted on 3/1/24 at 4:31 pm
Posted on 3/1/24 at 4:31 pm
I have been in the investment industry in one form or another for my entire career - mutual funds, banks, fintech currently and can't imagine doing this for the rest of my life. I make a great living and WFH, but no interest anymore and bored as hell ... I am not complaining because I know am fortunate. I feel like in the second half of my career I need a challenge, do not want a ceiling with salary, and love the idea of building something while helping people.
All that said, I have been investigating insurance sales - primarily life and health. Reasons being is I like the idea of being an independent broker, being able to help people, and earning potential. Early on I had numerous offers to be in investment sales, but one of my early lessons in this industry is very few people need securities sold to them with the emergence of ETFs - the whole setup never felt great to me. Had all my licenses, but decided to work on trading desks and saw how the sausage was really made. Obviously, insurance gets a bad rap, but I would argue needs for those products any day over stock or MF sales.
I know there will be a financial investment and will have to grind, but that is what I want now my children are older. I have the potential to keep my fintech job (WFH and flexible hours) and do this on the side to start - hours would stack up obviously. My personality has always put people at ease and can usually connect to anyone I try with - my background should increase and help add credibility.
Anyone with experience have any advice
All that said, I have been investigating insurance sales - primarily life and health. Reasons being is I like the idea of being an independent broker, being able to help people, and earning potential. Early on I had numerous offers to be in investment sales, but one of my early lessons in this industry is very few people need securities sold to them with the emergence of ETFs - the whole setup never felt great to me. Had all my licenses, but decided to work on trading desks and saw how the sausage was really made. Obviously, insurance gets a bad rap, but I would argue needs for those products any day over stock or MF sales.
I know there will be a financial investment and will have to grind, but that is what I want now my children are older. I have the potential to keep my fintech job (WFH and flexible hours) and do this on the side to start - hours would stack up obviously. My personality has always put people at ease and can usually connect to anyone I try with - my background should increase and help add credibility.
Anyone with experience have any advice
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