349. From Sales Rep to Agency CEO: Inside Connor Metcalf's First 5 Months

The Insurance Buzz

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What’s in this episode:

In this episode, we sit down with rising agency owner Connor Metcalf, who’s just five months into his new role as an agency CEO. Connor opens up about what it’s really like transitioning from high-performing sales rep to business owner—from hiring challenges and financial risk-taking to the systems he’s building to scale smart. If you're early in your agency journey or dreaming of opening your own, this episode is packed with practical advice, CEO mindset shifts, and the exact questions Connor’s asking to accelerate his success.

[0:00] – From Producer to CEO: Connor’s Agency Journey Begins
[2:00] – Lessons Connor Wishes He Knew Before Ownership
[4:45] – Why Every Sales Rep Should Learn Service First
[7:20] – The Most Powerful Questions to Ask a Mentor Agent
[13:15] – CEO Vision: How Connor’s Structuring His Agency
[16:00] – Should You Focus on Growth or Retention First?
[23:00] – Unlocking Financial Services Production Early
[36:00] – The $1M Life Insurance Strategy That Works

RESOURCES + LINKS

Connect with Connor:
📸 Instagram:https://www.instagram.com/cmetty38/

Watch the full episode on YouTube: HERE

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