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A successful agent is always prepared.

Take a moment to complete this pre interview business plan. Once completed your answers will be sent to the office hiring manager. If you have any questions please email: bill@mathins.com

A successfull agent is always prepared.

Take a moment to complete this pre interview business plan. Once completed your answers will be sent to the office hiring manager. If you have any questions please email: bill@mathins.com

Please enter your information:*
First Last
Email*
Your Insurance Experience:
Please provide a quick background of your current and past insurance sales experience.
How long have you been a licensed agent?*
- Less than one year
- 1-2 years
- 2-4 years
- 5+ years
What states are you currently licensed in?*
What Licenses do you currently hold?*
- Life
- Health
- Property & Casualty
- Series 6 & 63
**Check all that apply.
What insurance companies do you have experience selling?*
What was your most recent position & How long did you hold that position?*

Referral Business Questions:
Please tell us how are you getting your current customers and how do you plan on improving that process.
Other than referrals, where are you currently getting your new business opportunities from?*
What referral sources are you currently working with and successfully getting referrals from?*
- Financial Advisor
- Real Estate Agent
- Mortgage Broker
- CPA’s
- Other
How many referrals are your getting per month currently?*
How do you plan on acquiring new customer opportunities to quote?*
What is your plan to grow your referral sources?*

Sales & Income Goals:
Enter your most current information in the fields below.
What is your monthly sales goal?*
How often are you hitting your current sales goal?*
- Every Month
- Every other Month
- One a quarter
- I have not hit my goals yet
What is your monthly income goal?*
Have you meet your desired monthly income goal?*
- Yes
- No
- I have exceeded my goal

Please copy and paste your current resume in the space below.*

0

Number of Direct Carriers Appointments

Get to know our agency & values

Mathenia Insurance Group Agent Values

Place the customer first
Provide a consultative sales process
Advocate for the customer not the carrier
Provide the best value for our customers insurance dollar
Understand the customers needs then provide a solution based insurane plan

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