By Helen Thompson

With 28 years in the industry, Cindy Moyers, CIC, CISR, LUTCF, doesn’t necessarily fit the “young advisor” bill. But her commitment to helping young advisors succeed is so strong that it’s easy to see why she’s co-chair of YAT for Tennessee.

An independent agent, Moyers’ interest in working with new advisors came from her work as operations manager at Strate Insurance Group in Morristown, Tenn. “I can recognize outside candidates who might want to become independent insurance agents, and I want to help them succeed,” says Moyers. “The mission of YAT means a lot to me; it tells me that our organization is focused on young advisors, bringing new people into the business and giving them the tools they need to be successful.”

"You've got to be involved in your business, in your company and in your association."

—Cindy Moyers

We’ll give it to you
You may or may not know about these NAIFA tools, such as sales ideas, networking opportunities and advocacy efforts. “A lot depends on how active your local chapter is,” she says. The key to knowing about them is to get involved. “You’ve got to be involved in your business, in your company and in your association,” Moyers stresses. “NAIFA is the organization made up of agents working for agents.”

Once you get involved, you will discover a trove of resources at your disposal to help you become successful. “Most new agents are driven by sales,” Moyers says. “They’re new on board and looking for ways to generate sales; they are looking for help and are overwhelmed by the opportunities that are out there. Through NAIFA and YAT, we can say, 'Here are sales ideas, networking opportunities and people who want to help you.’”

Sales Ideas from Advisor Today
 
• Know Your Customer and Be Flexible

• Successful Prospecting

• Tap Into Your Client's Personality

 

Benefit from others’ experience
A multiline agent, Moyers has been involved in playing matchmaker as other multiline agencies look to expand their practices. "We can help one another," she says. “We’re trying to coordinate the insurers of Tennessee on the P/C side of the business with those on the employee benefits and/or life and health to increase the opportunities that generate revenue.” These kinds of networking and cross-selling ideas are exactly what you’ll find by meeting other advisors.

Another way to benefit from the guidance of others is by taking advantage of mentorship opportunities. “We’re working hard to encourage veteran agents to become mentors,” says Moyers. “We encourage them to look within their own companies or territories for young advisors and take them along on sales calls and to NAIFA meetings.”

Mentoring Tips from Advisor Today
 

• Attributes of a Best-In-Class Mentor

• Mentoring for Success

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What’s in it for you?
Not every young advisor is a new advisor. Perhaps you’re a seasoned young advisor. Perhaps, like Moyers, you’ve been in the industry longer than other YATters have been around, but you still know you’re young. What do you gain by helping the young, new advisors?

You can share in the delight of their successes, and it will keep you on top of your own game, says Moyers. “They are an inspiration, with their willingness to learn,” she notes. “They want to be successful, and it will help you establish your desire and commitment as a veteran agent each time you talk to a new agent who’s having a successful moment. It will rebuild your momentum and refocus your attention on the small things that make your business successful.”

 

 

 

APRIL 2006

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