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1 year ago · by · 0 comments

Helpful Tips For New Insurance Agents

Working as an insurance agent is a demanding profession. There is a lot of time and effort that goes into being a successful insurance agent. Once you have passed your licensing test, you should be ready to start your career as an insurance agent. Initially, you may feel overwhelmed, however there are several tips that you can use to help transition into this fast paced industry. With that being said, here is a look at some helpful tips to assist new insurance agents.

Dress Professionally

While this may seem obvious, dressing in business attire allows you to make a great first impression, which should set you up for future success. Dressing professionally allows you to command attention from your peers. It’s even possible that your boss will be impressed by your attire. When you dress professionally, you will feel more confident, which in turn should allow you to perform better at your craft.

Create A List Of Goals

When you have time, write down a list of goals that you want to accomplish. However, make sure that your goals are realistic. Think about how many appointments you would like to book over the next few months. Think about how many of those appointments do you plan to convert into sales in the next week. Try to keep your goals simple at the start, so that you can easily attain them.

Focus On Selling

In order to be successful as an insurance agent, you have to sell. Speak with your clients and figure out how to provide them with a solution that fits their individual needs. Make sure that you have a clear understanding of the products that you are selling and their significance. Try to stay up to date on all of the different selling styles. To gain more insight, read some articles and attend some conferences.

Establish Trust With Your Clients

Transparency is important. You have to make your clients feel comfortable. Encourage your clients to check with The Better Business Bureau. Make sure that you clearly state to your clients that you do not have any civil or criminal issues going on. You can establish trust over time by helping people and leading them down a successful path.

Enhance Your Marketing Skills

In order to be a successful insurance agent, you have to promote yourself. Develop some unique skills that will help separate you from your peers. Market those skills in a way that helps you become successful. Develop your brand by thinking about how you want to present yourself and your products to your clients. Make sure that you stay determined. If one of your clients says no, try to adjust your sales pitch. Greet rejection with a positive attitude. You never know when a client who turned you down may change their minds.

Develop A Strong Clientele

At the start of becoming an insurance agent, you may be overwhelmed by all of the different ways that you can find and keep clients. Research some of the different ways that you can generate leads. Develop a system that works for you.

Look For Referrals

Try to offer great customer service. This could help you attract more leads in this competitive environment. If you develop a good reputation with your clients, many of them will spread your services to others. Ask your clients about any friends or relatives that you can assist. New insurance agents should also consider creating a referral rewards program.


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Cincinnati Family and
Business Insurance
910 Loveland Madeira Road,
Loveland, OH 45140

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