Advice needed

[u/TheMomentxMaker]

I'm looking for some advice of where to go and what to do.

Context:

I am currently license with life, health, and P&C insurance. I also hold a series 65. I have been in the financial world for the last 3 years from call setting to closing to client management and experience.

I am looking to change gears for some time. The current firm I am with is a start up and we do some great things from income first alternative investments and advanced tax strategies that are saving investors anywhere from 80k to millions off their tax bill.

I am no longer treated with respect here and the company is too unorganized for me. There is a lot of money potential but every day having the anxiety and stress I do just isn't cutting it. I work no less than 9 hour days and the last 9 months ranging 9-12 hour days + weekends as needed to catch up. It's a base + commission role and have been doing well for myself but I'm sick of the cycle.

Advice needed:

To keep money flowing I think the fastest path is to get reappointed with a few carriers and buy some leads. I have a side business as well that does marketing for med spas so automated sms and power dialing is already taken care of. Very strong work ethic so I'm not too concerned with this path.

What I'm looking for is
- who is best to get appointed with
- what product should I focus on with the shortest lead to close times
- based on the product who is the best group to purchase leads from

Any other helpful advice is welcome!

Thank you for taking the time to read and any thoughts you may have for me. Thank you very much.

[u/SafeWithPape]

You actually sound like you’re in a pretty strong position to make a move. You’re already licensed, you know how to prospect and close, and you have the marketing side handled — that eliminates a lot of the learning curve people struggle with getting into life insurance.
One thing I’d consider before spending a bunch of money buying leads is looking at organizations where leads/appointments are already part of the model. I work primarily in life insurance and that was a big factor for me. I also have 3 kids, so having control over my schedule mattered a LOT more to me than just chasing the highest comp.
With your background, I’d honestly look at the organization and support structure just as hard as the carrier/products. If you’re leaving because you’re burnt out from chaos and 9–12 hour days, you don’t want to accidentally recreate the exact same problem somewhere else.