Both professions have been involved before.

Although the insurance agent went there to help his friend meet her performance targets, he was involved in the whole process.

Both positions are entry-level positions in related industries, and can also be said to be sales positions in the insurance industry and securities industry.

However, there are still big differences in the specific entry requirements. Let’s compare them in detail below: The so-called entry requirements for insurance agents are nothing more than to attend training, then take exams, then issue certificates, and then join the job.

The reason why it is said to be so easy is because it is indeed easy, so easy that you can get a job with your ID card!

Let me talk about my experience below.

When I became an insurance agent, it was entirely because my wife's best friend failed to meet her insurance sales quota. Her master told her that as long as she recruited one person to join as an insurance agent, she would be exempted from the assessment requirement of selling at least one order per month for the next six months.

It happened that there was a holiday at that time, and what happened was that the insurance training place was in the shopping mall next to my home!

My wife said that instead of wasting electricity bills at home, it would be better to go there and listen. It happened that relatives at home were sick one after another, so there was no harm in getting to know them, so she agreed to go and listen to the class to help her best friend cope with the quota.

The result was a huge disappointment!

The so-called training is simply a variety of so-called lecturers (I really don’t want to call them teachers) who use different methods to boast about their high income from insurance: “You can’t raise your head with a monthly income of 10,000 yuan, but you can’t afford to say that you do insurance with a monthly income of 30,000 yuan.

One hundred thousand can’t be ranked” and so on!

The so-called 5-day training can truly be called less than an hour of insurance knowledge. When it comes to compliance training (that is, what should be done and what should not be done when selling insurance), I remember very clearly that it took 23 minutes!

Why I remember it so clearly is because I entered the classroom at 13:18 that day (I shouted slogans for the first few minutes, but I was too embarrassed to shout with them!), poured a cup of tea and returned to my seat. The lecturer said that today’s compliance training was over. At that time, I saw

Table 13:23!

After that, someone else will take the exam on my behalf, and someone else will take the certificate on my behalf (I really don’t want this kind of certificate)!

Then I successfully joined the company. After my friend bought an insurance policy and put it in my name, even if she completed her performance indicators, my task was also completed. If I don’t sign the policy for three months, I will resign automatically and I will have nothing to do with this insurance company.

connection!

The above is the entire agent process from training to onboarding. After this experience, I will definitely not choose this company’s insurance products in my life.

Finally, my wife’s best friend also left her job, leaving her with several insurance policies she bought for herself, several insurance policies she bought for her husband, and several insurance policies she bought for her two daughters!

First of all, there is an unwritten rule among brokerages, that is, if you do not enter the brokerage industry before the age of 35, you will not be accepted if you want to enter after that.

However, I feel that if there are high-net-worth client resources, I will still accept it!

Secondly, there are the rigid entry requirements: you must pass the Securities Qualification Examination. This exam is definitely not the above-mentioned kind where you can just hire someone from your own company to take the exam for you.

Go to the official website to register, select the exam city, and take the unified exam!

After finally passing the exam, you thought you could get a job!

No, if you pass the securities qualification exam, you still have to take the fund qualification exam!

Because you cannot sell financial products and funds without a fund professional qualification, and fund sales are the highlight of brokerage assessments, so if you fail this exam, basic brokerages will not accept you. At most, they will let you join the job and give you two or three opportunities to take the exam, but that’s it.

Resign automatically!

Do you think that just having securities and fund business qualifications is enough!

We can only guarantee that you can apply for formal onboarding. Currently, many brokerages carry out an all-employee sales and all-employee investment advisory strategy.

In other words, if you work for this type of brokerage, you must quickly pass the investment consultant exam, otherwise you will basically not be able to pass the probation period!

Of the above three exams, securities practitioner qualification is relatively easy, fund practitioner qualification is slightly difficult, and investment consultant qualification is significantly more difficult!

I once had a colleague who passed the securities qualification exam once, the fund qualification exam three times, and the investment consultant exam five times but still failed!

Finally, I asked the leader if I could not take the exam because I was too old. The leader said: OK!

If you don’t want to do it, you don’t have to take the exam!

Needless to say, compliance training is required. Everyone in the brokerage industry knows that it is required at least once a month!

If you fail to comply once, congratulations, you can say goodbye to the brokerage industry!

Through the above comparison, it goes without saying which entry requirements for the two positions are higher and which is lower!

A discerning person will know it at a glance!

Account managers at brokerages are more demanding.

There used to be relevant qualification examinations for insurance agents, but later the country also canceled them.

So, to put it bluntly, there are basically no entry requirements for current insurance agents.

But one thing to note is that insurance company agents are also divided into levels, based on your education, work experience, age, etc. For those with higher education, such as a bachelor's degree, young and powerful associates will have better treatment.

Moreover, some insurance companies currently need to print credit reports when hiring employees. For brokerage account managers, the first entry requirement is to pass the securities qualification examination.

Then, in the follow-up, there may be fund practitioner qualification examination, futures practitioner qualification examination, securities investment consultant examination, etc.