There's a saying: the grass is always greener on the other side

Make sure you find out fully about what you will be expecting in sales. It may look glamorous on the front but to succeed in it is definitely not an easy job.

If you are really set to go into financial sales, my advise would be to join your friend in the insurance industry. Much more hard work is require as compare to PB but there is a higher growth on the long run. For sure being a PB to the general sounds more prestige as compare to insurance agent but the pay off is much more rewarding.

You have more control of yourself as insurance agent but that per say means more discipline is required from you.