Insurance sales consultant here, transitioning to banking. Any tips for me ?

I am leaving insurance because division of labor doesn’t exist in my agent’s office. I am super efficient and I do my job very well. I love the customers and I wish I could do more for them but there’s not much training to guide me and my boss chooses when/when not to be in the office. The only time I get trained is when the agent or their manager are available. I appreciate their effort but it’s little, compared to the workload given to me. I do both sales, services and customer care. We’re only 2 in the office, the manager and myself. It’s overwhelming because the training is flawed. Too much work is not the issue for me, it’s the training that’s overwhelming. If at least they want me to do everything train me properly to do everything.

My agent can’t train at all and he’s very disrespectful in the process. My manager is better at training but has little to no time. It’s all round draining.

I face new challenges everyday that need supervision and guidance. If I’m not able to complete a task it’s because I don’t have the right training to and I hate that for the customers because only two people can assist them with their accounts. I refuse to have my name tied to a task that can mess up a customer’s account. It is unfair to the customers.

I just got myself an interview with PNC Bank as a business center manager assistant. Does anyone have any tips for me to guide me through the interview process, will the training be at least better with them?

I would really appreciate any advice you have for me, thank you 🙏🏾

Posted Apr 15, 2025, 7:36 PM UTC

25
Loading comments…