How to Be a Successful Insurance Agent in 7 Easy Steps

Written by
Rebecca Smith

Published
Jul 11, 2018

Jul 11, 2018 • by Rebecca Smith

Are you looking to start a rewarding career where you can help meet your clients' needs? How does having an earning potential that's almost unlimited sound? Good, right?

If your answer to these questions is yes, you might want to think about learning how to be an insurance broker.

Before you can be the best insurance agent in the biz, though, you're going to need to acquire some specific skills and characteristics to help you succeed in your career.

You're probably wondering what they are, right? Well, in this post, we'll cover the skills and characteristics you need if you want to up your game and learn how to be a successful insurance agent.

Here are 7 important tips to use if you want to be a successful insurance agent.

Learn to Be a Good Salesperson

As an insurance broker or agent, you're going to be providing a service to your clients first and foremost. But, at the end of the day, you're still a salesperson by nature.

It's important to hone your sales skills, learn how to gain customers, and be able to nurture and maintain the relationships you build with them long term.

To improve your sales skills, you'll want to plan and practice interactions before meeting clients if you can. You'll also want to know the various insurance products and solutions you're going to be selling inside and out. One example of an insurance product is private flood insurance, which you can read more here.

You can also read books, check out articles online about topics like finding your inner confidence, and attend seminars to watch motivational speakers for inspiration.

Develop Your Work Ethic

If you want to be a successful agent, you're going to need clients. And the insurance industry is competitive, so you may need to spend a fair amount of time working independently on finding clients to keep up with your peers.

Working independently for long amounts of time isn't always easy to do - so it's important to develop a strong work ethic and stay motivated during work hours.

Learn how to master self-motivation and prioritize your time, and you'll go far.

When you've developed a strong work ethic, you'll find it easy to be proactive in seeking out new clients, maintaining your relationships, and closing sales.

Learn the Market

No matter what stage of your career you're in, it's important to use your time as wisely as you can, so you can remain productive and continue to close sales.

Whether you're pitching to a potential client or are making a sales call, you need to understand the market, who is going to buy insurance, and what your clients need and want.

Start by planning your territory and looking for new clients in markets that you serve. Take your time - study the market (or markets) you serve thoroughly - and develop a strategy that will win you more clients.

If you're not sure where to start when it comes to learning the market, there are lots of sales prospecting tools you can use to make the process easier. And, they'll save you hours per day - which never hurts, does it?

Learn from a Professional

You can do research on the industry, your products, and learn how to become a better salesperson on your own... if you want to. But there's nothing like learning from someone who's already found success in the business.

A mentor or coach can work with you to further your knowledge, let you in on industry tips and tricks, and help you overcome any challenges you're facing at work.

Take the time to build relationships with your peers and those in positions above yours - and ask someone you feel comfortable with to mentor you if they are able.

It's a small risk to take that will only benefit you and your career in the long term. And if they say no? Well, then, on to the next one, it is!

Stay Connected with Your Clients

Just like there are tools and apps to make sales prospecting easier, there are also lots of tools and apps you can use to stay connected with the clients you've already secured.

You can be the best insurance agent in the business, but if you don't stay connected with your clients and work to maintain your relationships with them, you could lose out on important opportunities.

On top of making it easy to stay connected, you can also use the wealth of tools and apps available online to help you stay organized. Tools like Salesforce can make it easier for you to build those important, meaningful connections, connect with customers, access helpful analytics, and a lot more.

To stay at the top of your game, take advantage of as many of these helpful sales and productivity tools and apps as you can. They'll only make your job easier in the end, and who doesn't want that, right?

Be Available

Being available to your clients goes hand-in-hand with staying connected to them.

You need to prioritize their needs if you want to make them happy, which may mean carving out time in your schedule for a meeting or two on a day when you might normally be doing something else. Like playing golf, for example.

If you're not available to your clients, how long can you possibly expect them to work with you for.

Find Your Work-Life Balance

No matter how much you love your job, you need to find the right work-life balance if you want to be successful long-term and not get burnt out.

The world of sales is fast paced which can be exciting at first, but it can also bring stress, anxiety, and difficulties with time management if you're not careful. Learn how to get the work done that you need to, but still allow yourself time to spend with your friends, family, and pursuing your favorite hobbies.

Learn How to Be a Successful Insurance Agent with These Tips

Learning how to be a successful insurance agent really isn't all that difficult. At the end of the day, finding success as an agent or broker follows a similar path to that of a salesperson.

If you learn your products, how to sell, and the market, you'll be on your way to a successful career faster than you can say, "Is there anything else I can help you with?"

Looking for more great information, like how to price your products?

Check out the rest of our blog for these helpful tips and more!