Become An Agent!

Interested in making a difference, being your own boss, and earning a great income? Partner with Caldwell Insurance Group and become an agent!  Start by applying here.

Overview 

Caldwell Insurance Group offers the training and support needed to succeed as an Insurance and Financial Services Professional. Get what you need to be fully prepared to take your place among our elite insurance and financial services workforce.   

Program Description Caldwell Insurance Group will prepare you to become an Insurance and Financial Services Professional through training. Our extensive curriculum provides you state of the art financial tools, techniques, and resources needed to create strategies and build a client base. When you launch your career as an Insurance and Financial Services Professional you are prepared to apply your product knowledge to deliver clients with individualized and comprehensive plans.  

Becoming an Agent with Caldwell Insurance Group will allow you to:  

• Help Clients Achieve Their Goals - You can help clients achieve their financial goals and help them make a difference in their lives.  
• Make a Difference While Accomplishing Work-Life Balance - As an Insurance and Financial Services Professional, you may have the opportunity to control your work schedule and the flexibility to achieve work-life balance as you manage your own business.  
• Play Your Part – Listen to your clients and work with them to develop insurance and financial services plans reflective of what’s most important to them.  
• Build a Personally and Financially Rewarding Career – You have the potential to grow your business, assist clients with their insurance and financial services needs and meet your personal financial goals.   

A TRAINING PROCESS GEARED TOWARD YOUR SUCCESS 

The Program Is Broken Out Into Three Phases Our training and development program fully prepares you to enter the elite Insurance and Financial Services workforce. 

• Phase 1 After passing the P&C and Life and Health exams, begin consultation meetings with your designated coaches appointed to them at the commencement of the program, complete the assigned curriculum, and attend Performance Training Sessions.  
• Phase 2 You'll learn about insurance and financial services topics and client conversations, participate in weekly coaching meetings, prospect for clients, and open new account relationships.  
• Phase 3 In this final stage, you'll learn to manage and expand client relationships, gather referrals, target specific niche markets, and meet frequently with your Coach. 

You Will:

• Complete proprietary training in insurance and financial services strategies and products.
• Effectively source business prospects and employ client acquisition techniques.
• Consult with clients on insurance and financial services strategies based on their goals.
• Balance referral activities, customer follow-ups, and administrative tasks.
• Comply with all regulatory requirements, including licensing and registrations.
• Meet pre-determined production goals as outlined in the training program.