| Key Areas | Teachers | Max Life Insurance Agent |
| Good Listening Skills | tick | tick | Agents must be able to listen for the financial goals a prospect wants to achieve. Agents listen to clients and assess their learning style, which helps agents make informed recommendations. |
| Good Presentation Skills | tick | tick | Agents are always presenting information, either one on one or in a seminar situation much like a classroom. |
| Making Complicated Topics Simple | tick | tick | Whether it's helping a client define their financial goals or appreciate the differences between annuities, agents, like teachers, know how to break down information into bite-size pieces, making it easy to understand and move forward. |
| Developing Relationships | tick | tick | Like teachers, agents are experts at fielding questions and developing relationships that are based on trust, sometimes creating a connection that has a lifetime impact. |
| Organising | tick | tick | Class is in session every time an agent sits in an interview with a prospect or a client. Agents educate them and show them the positive impact helping them achieve financial security can have on their lives. |
| Discipline | tick | tick | Agents, like teachers or coaches possess the discipline to enjoy the freedom the career offers. Agents have the discipline to get things done in a timely manner. |
| Emotional Connection | tick | tick | Satisfaction - It's not just skills that make it easy to transition from teaching to becoming a financial professional. Many teachers find their new career provides the same feelings of satisfaction they got from the classroom, by helping people reach a better place in their lives. |
| Coaching | tick | tick | An insurance agent is like a coach, supporting people to achieve their goals, with goal setting, encouragement and answering questions. |
| Team Building | tick | tick | Good coaches know which members to trust in a team just the way an agent identifies and works with other financial advisors. |
| Flexibility | | tick | Agents have the freedom and flexibility to set their own schedules, working around their family's schedule. |
| Compensation | | tick | As a financial professional, you are paid in direct proportion to your efforts. A career as an insurance agent has unlimited earning potential. Agents are compensated based strictly on their efforts and the results they achieve. |