Qualities needed to become an insurance agent

by tusharagg87 » Sat Jul 26, 2008 06:13 am

The most important trait in you that you need to become a good and successful insurance agent is your energy level. You might be amazed to read this but this thing is much more important and influential than all other factors like hard work and communication skills. Not even for a second in a day should your energy level should drop while you are on your duty. If you have a meeting with one of your prospects on a hot sunny day and you will be meeting him after a long journey, you should look as fresh as ever. Your potential customer should feel that you are attending him nicely. Listen to him very attentively and try to read his mind so that you can have some idea of what his weak points are. Once you get them, try to rotate the meeting around those points. Keep the energy level to the peak point and do not get annoyed or look disappointed if you fail to capitalize on the opportunity on the first time. Keep trying until he is ready to take your offer. Do this in such a manner so that your prospect should feel that you are not imposing anything on him and all talks are been done for his benefit only. Make him feel that his interest is important for you than your or your firm's interest.

GOOD LUCK

Total Comments: 47

Posted: Sun Jun 14, 2009 08:53 am Post Subject:

well said, sil..All the small points and clauses should be clear to your prospect. he must not feel he has been cheated

Posted: Sun Jun 14, 2009 06:45 pm Post Subject:

It is often said in sales training seminars that "If they like you they LISTEN, If they trust you they BUY!" And as cliche as it sounds, it's true. The client must be able to trust you and listen to your opinion (which they accept as fact). You are a trusted advisor and should act as such.

Knowledge plays a very large role in this, because you must know both the pros and cons of each product that you sell. In order for you to be completely forthright with each client, you must understand the consequences of all actions. A good rule of thumb is the golden rule! After all, if we each treated our clients the way we would want to be treated, the insurance industry would have a whole lot more respect.

Dedication is a huge component as well, as you not only have to be dedicated to your clients...but dedicated to your own success as well. Just like any other sales profession, NOBODY is going to MAKE you be sucessful.

You are responsible for your success...and success comes before work only in the dictionary!

Posted: Mon Jun 15, 2009 05:31 am Post Subject:

"If they like you they LISTEN, If they trust you they BUY!"


Chris is absolutely right. You must act in such confident way that your client should get attracted to your product.

Posted: Wed Dec 08, 2010 10:26 pm Post Subject: Minimum business

If i have not achieved the minimum business in the 1st year of my agency, is my agency cancelled? if cancelled do i have to wait till 3 years to restart agency?

Posted: Wed Dec 08, 2010 10:28 pm Post Subject: Minimum business

Please assist me in clearing the doubt.

Thanks

Posted: Thu Dec 09, 2010 06:38 am Post Subject:

It is often said in sales training seminars that "If they like you they LISTEN, If they trust you they BUY!" And as cliche as it sounds, it's true. The client must be able to trust you and listen to your opinion (which they accept as fact). You are a trusted advisor and should act as such.

Knowledge plays a very large role in this, because you must know both the pros and cons of each product that you sell. In order for you to be completely forthright with each client, you must understand the consequences of all actions. A good rule of thumb is the golden rule! After all, if we each treated our clients the way we would want to be treated, the insurance industry would have a whole lot more respect.

Dedication is a huge component as well, as you not only have to be dedicated to your clients...but dedicated to your own success as well. Just like any other sales profession, NOBODY is going to MAKE you be sucessful.

You are responsible for your success...and success comes before work only in the dictionary!



A terrific post! 100% accurate. Sales Training Master Tom Hopkins sometimes says it this way, "You have 30 seconds for a person to get to know you, like you, and trust you enough to want to do business with you."

Sorry I never saw it before.

Posted: Thu Dec 09, 2010 06:46 am Post Subject:

If i have not achieved the minimum business in the 1st year of my agency, is my agency cancelled? if cancelled do i have to wait till 3 years to restart agency?



Are you doing business in the US or somewhere else in the world?

Some insurance companies do place sales quota/target burdens on their agents. Unfortunately, this sometimes pressures agents into making sales that are not entirely in the best interests of consumers.

If an agent fails to meet sales quotas/targets, they may be discharged. However, in the US, one's agent license is one's own, and you can go to work for any other insurance company or agency that will hire you if you have a license. No need to wait three years. No need to wait three days or three hours.

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