Insurance Broker and Consultant Supporting Business Owners
Oct 13, 2026 · 7 min · 8 segments
Now, to let you know something, this prospect interview form is not fully mine.
When I worked with a long-term care insurance agency owner, he had sold his stocks at a Silicon Valley company and cashed out and started a long-term care insurance agency.
So he hired me to work as one of his agents in the San Francisco Bay Area, and he said, "You know, Clarence, before you start, I need to put you through my training program." Now, I had already had seven years of corporate selling, managing teams, uh, at the vice president level, managing seventy-five million dollars and, um, an account, you know, with different, you know, clients.
When I saw what he did with this interview question form, and I call it the prospect interview form, I was floored.
Now, to let you know something, this prospect interview form is not fully mine.
When I worked with a long-term care insurance agency owner, he had sold his stocks at a Silicon Valley company and cashed out and started a long-term care insurance agency.
So he hired me to work as one of his agents in the San Francisco Bay Area, and he said, "You know, Clarence, before you start, I need to put you through my training program." Now, I had already had seven years of corporate selling, managing teams, uh, at the vice president level, managing seventy-five million dollars and, um, an account, you know, with different, you know, clients.
When I saw what he did with this interview question form, and I call it the prospect interview form, I was floored.
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