It is quite interesting to read about others who have VA insights toward the Financial Industry.

As an individual who has taken, completed and passed the LLQP & Provincial Exams(all licensing requirements) I am know eligible to sell insurance products, all I have to do is activate my licensing. This process entails a sponsorship with a insurance company and of course the insurance company would expect you to sell insurance for them.


I am just going through the "research" phase of finding out if I could activate my licensing so that I could provide the uppermost services as a VA to the insurance/investment agents/agencies that are out there. So far the biggest issue I forsee is being self employeed as a VA. Compliance plays a major factor here, as licensed agent compliance regulations specifies that if any agent also enlists in another occupation that may cause a 'conflict of interest' then it is forbidden. It's like a catch 22.

But yet as a licensed assistant I would be able to provide outstanding services to my clients because I have education and expertise of the knowledge and products.

I have found a brand new course for becoming certified in the insurance industry as a VA. This course has not yet launched in my area and I am awaiting the start date but this would provide a 'Certification' that I could provide to potential clients.

I have worked hard, continued schooling for the past 3 years, educated myself and raising 3 children by myself and I am not about to let all my hard work go down the drain. Hopefully, through my determination, I will be able to succeed with my goals of offering Life Licensed VA services.

If anyone has anymore insight to licensing/compliance of the insurance/investment industry, I would love to hear from you. I am in Canada so our regulations could be different from US or international.

Thanks for taking the time to listen
Lora

Hi Lora -

I specialize in this industry and there is a definite need for VA services! If you PM me, I can give you more detailed information with regard to the certification that you are talking about and put you in touch with one of my resources in Canada who specializes in the industry there as well!

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Doreen R. Patrick, MVA, ACS, CIVA
www.virtualbusinesspartners.net

Hi Lora

I am also waiting for the insurance certification to become availalbe in Canada. My niche is also in the insurance industry. If you need anything just let me know.

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Maria Quick Link Virtual Assistant Services
www.getquicklink.com
Let Quick Link be your link to today's virtual world

I know this is old, but wanted to add that I am getting licensed (2-15) in the US to sell life, health and variable annuity products. I currently have a small client base and the need for licensed VA's is great.

Hi Everyone -

The VA site is undergoing construction as we speak! I would be more than happy to speak with all of you offline to give you additional details. Send me a PM or contact me through my site. Thanks!

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Doreen R. Patrick, MVA, ACS, CIVA
www.virtualbusinesspartners.net

Hi

I work with a mega big construction company here in Florida and recently they got calls from numerous insurance agents that had worked with in the past to go to Texas and they are. The insurance agents are totally swamped now with work. I can remember after Hurricane Wilma here it was the same thing.

I totally see a great need there if you do this sort of work. They told me that their paperwork was unbelievable trying to keep up with everything.

Hope this helps! Just a thought!

Diana Ennen
Virtual Word Publishing
www.virtualwordpublishing.com

Hi Diana,

I can see where they would be swamped with paperwork. I will have to research into this. If you are talking to them and want to direct them to my website, I would be greatful!

Thanks again.

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Internet Marketing Specialist
Back Pocket Business Solutions

Hi

Thanks! I will. What's really great is so much can be done virtually today. They are even saying what a difference that is today. We know as virtual assistants, but it's always great when someone new discovers it and is just in awe!

Diana Ennen
www.virtualwordpublishing.com

I agree,

I have a prospect right now that is looking at it. When we first discussed the options that are available to him he was amazed. His exact response was "this is great and what a great idea".
Thanks again.

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Internet Marketing Specialist
Back Pocket Business Solutions

I am thinking about targeting Insurance Agents do I need to be certified and howdo I go about being certified.

Hi VIcki

If you are looking into becoming certified I suggest you check out getvacertified

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Maria Quick Link Virtual Assistant Services
www.getquicklink.com
Let Quick Link be your link to today's virtual world

Do you have to be 'certified' to work with insurance agents? I am currently licensed in my state as an insurance broker.

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Shante'

Originally Posted by ShanteM

Do you have to be 'certified' to work with insurance agents? I am currently licensed in my state as an insurance broker.

I am curious about this question as well and didn't see a reply. Does anyone know if you need to be certified to work with insurance agents? I am also licensed in my state as an insurance broker.

Thank you!

Hello,

I am not personally insured to do business as an agent and am not VA certified in my field. But on the other hand with numerous years of experience within the field I feel at this point that I am not needing to be certified.
With this all said...it is definitely an assest to have the certification behind you.

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Internet Marketing Specialist
Back Pocket Business Solutions

http://www.inproagent.com has some highly qualified trained staff who know how to build strong customer relationships while providing exceptional customer service. They have over 20 licensed professionals who are ready to help customers decide the right insurance needs.