Iris Nance is an experienced insurance agent who helps people optimize their coverage to meet their needs. With a celebrated career of over 26 years in the insurance industry, she worked as a bank examiner for over 10 years. Iris is deeply committed to education, mentorship, and community service, actively participating in programs for students and young entrepreneurs. A proud member of NAIFA, she has served on the board and has taken on leadership roles within the association. Recognized for her perseverance, advocacy for continuous learning, and strategies for balancing work and family life, Iris inspires many as a role model in the financial services industry.

HERE’S A GLIMPSE OF WHAT YOU’LL LEARN: 

• [03:45] Iris Nance shares her professional background transitioning from a bank examiner to owning a successful insurance agency
• [11:02] The importance and impact of mentorship on Iris' career path and her commitment to mentoring others
• [16:18] Iris' motivation and dedication to her independence
• [20:43] Financial planning, retirement, and business growth in the insurance industry
• [27:10] Embracing and integrating new technologies like AI into business practices
• [29:28] Iris talks about her experience rising through the ranks at NAIFA and the lessons she learned about leadership
• [36:26] How to handle pushback from potential clients in the insurance industry
  
  

IN THIS EPISODE…

The financial services industry is a complex and dynamic space that demands high expertise and professionalism, particularly in the insurance sector. What if you had the inspiration to conquer them through self-reliance, education, and perseverance? Would it make a difference to be guided by someone who's walked that path?

Iris Nance, an accomplished insurance agent and a beacon of hope for many in the industry, has overcome adversity through dedication and a lifelong commitment to learning. Finding empowerment and independence as an entrepreneur in the insurance industry, she has embraced mentorship roles to guide the next generation. Iris emphasizes sharing your experiences with others to enrich their potential and perpetuate a culture of motivated professionals. Although industry changes can be intimidating, Iris suggests adopting new technology and tools to advance your practice areas.

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with insurance agent Iris Nance to discuss how to build a successful career in the insurance industry while advocating for education and mentoring. Iris shares how she transitioned from a bank examiner to owning a successful insurance agency, the importance and impact of mentorship, and her experience rising through the ranks at NAIFA.

RESOURCES MENTIONED IN THIS EPISODE:

• Chris Gandy on LinkedIn  
• Suzanne Carawan on LinkedIn 
• NAIFA  
• Iris Nance on LinkedIn 
• Playing to Win: How Strategy Really Works by A.G. Lafley and Roger L. Martin  
• 7 Rules of Life by Brand: HoneyKICK

SPONSOR FOR THIS EPISODE...

This episode is brought to you by the National Association of Insurance and Financial Advisors, or NAIFA, the #1 association for producers in financial services.

At NAIFA, we enhance professional skills, promote ethical conduct, and advocate for legislative and regulatory environments.

By joining NAIFA, you gain access to a partnership that elevates your performance while providing greater purpose to your professional work. NAIFA members are happier, make more money, and stay in the business longer.

Get in touch with NAIFA and learn more about how to join NAIFA by visiting NAIFA.org.