As a new insurance agent, you might feel nervous or unsure about selling policies to potential clients. You want to make a good impression, build trust, and close deals, but you also don't want to come across as pushy, aggressive, or inexperienced. How can you build confidence in your sales skills and overcome your fears? Here are some tips to help you succeed in your insurance career.
Find expert answers in this collaborative article
Experts who add quality contributions will have a chance to be featured. Learn more
Earn a Community Top Voice badge
Add to collaborative articles to get recognized for your expertise on your profile. Learn more
The first step to becoming a confident insurance agent is to know your products inside and out. You should be able to explain the benefits, features, and costs of each policy you offer, and how they match the needs and goals of your clients. You should also be familiar with the terms and conditions, the claims process, and the exclusions and limitations of each policy. The more you know, the more you can answer questions, address objections, and provide value to your clients.
Add your perspective
Help others by sharing more (125 characters min.)
2Practice your pitch
The second step to becoming a confident insurance agent is to practice your pitch. You should have a clear and concise script that outlines your introduction, your value proposition, your questions, your presentation, your closing, and your follow-up. You should also have some stories, testimonials, and examples to illustrate your points and build rapport. You can practice your pitch with a colleague, a friend, a family member, or even a mirror. The more you practice, the more you can refine your delivery, improve your communication skills, and boost your self-esteem.
Add your perspective
Help others by sharing more (125 characters min.)
3Seek feedback
The third step to becoming a confident insurance agent is to seek feedback. You should always ask for feedback from your clients, your prospects, your manager, and your peers. You should also review your own performance and identify your strengths and weaknesses. Feedback can help you learn from your mistakes, celebrate your achievements, and discover areas for improvement. You should also be open to constructive criticism and use it as an opportunity to grow and develop your sales skills.
Add your perspective
Help others by sharing more (125 characters min.)
4Set goals
The fourth step to becoming a confident insurance agent is to set goals. You should have specific, measurable, achievable, realistic, and time-bound goals for your sales activities, such as the number of calls you make, the number of appointments you book, the number of policies you sell, and the amount of revenue you generate. You should also have personal and professional goals that motivate you and align with your vision and values. Goals can help you track your progress, measure your results, and reward yourself for your efforts.
The fifth step to becoming a confident insurance agent is to learn from others. You should seek out mentors, coaches, trainers, and role models who can inspire you, guide you, and support you in your insurance career. You should also network with other insurance agents, join industry associations, attend seminars and workshops, and read books and articles on sales and insurance. Learning from others can help you gain new insights, perspectives, and skills, and expand your knowledge and expertise.
Add your perspective
Help others by sharing more (125 characters min.)
6Be positive
The sixth and final step to becoming a confident insurance agent is to be positive. You should have a positive attitude, a positive mindset, and a positive outlook on your sales and insurance career. You should also be optimistic, enthusiastic, and passionate about your products and your clients. You should also be grateful, appreciative, and respectful of your opportunities and challenges. Being positive can help you overcome your fears, cope with rejection, and attract more success and happiness in your life.
Add your perspective
Help others by sharing more (125 characters min.)
7Here’s what else to consider
This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?
Add your perspective
Help others by sharing more (125 characters min.)
Insurance
Insurance
+ Follow
Rate this article
We created this article with the help of AI. What do you think of it?
It’s great It’s not so great
Thanks for your feedback
Your feedback is private. Like or react to bring the conversation to your network.
Tell us more
Tell us why you didn’t like this article.
If you think something in this article goes against our Professional Community Policies, please let us know.
Report this article
We appreciate you letting us know. Though we’re unable to respond directly, your feedback helps us improve this experience for everyone.
If you think this goes against our Professional Community Policies, please let us know.
Report this article
Report this article
More articles on Insurance
No more previous content
You're facing resistance from clients on insurance policies. How can you get them to comply?
You're managing insurance claims for customers. How can you ensure the fastest processing time?
You're unsure about certain aspects of your insurance policy. How important is it to address these concerns?
You're facing unresponsive underwriters. How can you speed up the process efficiently?
You're drowning in urgent insurance claims. How do you decide which ones to prioritize?
No more next content
See all
More relevant reading
Insurance Here's how you can use confidence to excel in insurance sales.
Insurance What do you do if your insurance sales are consistently low?
Insurance Here's how you can boost your success rate by enhancing your sales skills as an insurance agent.
Insurance What do you do if your negotiation with a client as an insurance broker falls through and trust is lost?
Are you sure you want to delete your contribution?
“Agent confidence stems from knowledge. They need a solid understanding of their product, their industry, their target customer, and their role. They also need to understand the tools and resources they work with, and the outcomes they are tasked with achieving.
“Agent confidence stems from knowledge. They need a solid understanding of their product, their industry, their target customer, and their role. They also need to understand the tools and resources they work with, and the outcomes they are tasked with achieving.
The hardest part of being an insurance agent often revolves around the constant need for lead generation and sales. Many agents struggle with the cold calling aspect, where rejection is frequent, and maintaining a steady stream of new clients can be challenging.
A more accurate statement is that 93% of agents choose to leave within three years. Today, we're discussing the primary reason I believe agents are leaving this business.
I want to introduce myself as a new insurance agent in the area. With over 35 years of experience in the financial services industry, I am excited to expand my expertise to a new set of clientele. I take a consultive approach when working with my customers, and I always aim to provide the best solution available.
Explains various insurance policies and products to potential and existing clients; guides clients in selecting coverage to best meet their needs. Suggests modifications and updates to clients existing insurance policies. Builds customized insurance policies and packages to meet clients needs.
Being an introvert doesn't have to be a disadvantage in the insurance industry. By focusing on building deep relationships, leveraging technology, and being prepared and knowledgeable, you can excel as an insurance agent.
Insurance Agents are often expected to be available around the clock to meet client demands, which can lead to unpredictable work hours. The pressure to be constantly accessible for client inquiries, claims, and emergencies can encroach upon personal time, making it challenging to disconnect and recharge.
Introduction: My name is Wyatt Volkman LLD, I am a handsome, rich, comfortable, lively, zealous, graceful, gifted person who loves writing and wants to share my knowledge and understanding with you.
We notice you're using an ad blocker
Without advertising income, we can't keep making this site awesome for you.
