Skip Navigation

Agency Career & Training Paths

Our Career & Training Paths are designed to provide more structure for insurance agencies preparing current employees for new duties or for anyone wishing to track professional development within their current job. The paths can also be followed when integrating new employees. These paths are a starting point and are often supplemented by agency specific training.

Each job segment below comes with a checklist of relevant resources available on our website, as well as an individual checklist that can be used to monitor progress. Each path also has links to on-demand training in core competencies. Employees should strive for completion of these companion training modules to get the full benefit of this resource.

Sales Path

Service Path

Management Path