How do you introduce youself?

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PostPosted: Fri Sep 26, 2008 4:21 am   Post subject: How do you introduce youself?  

There are situations prospects walk away the moment an agent introduces himself as an insurance agent.



If you choose not to mention insurance agent, what other ways you introduce yourself?



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PostPosted: Fri Sep 26, 2008 6:32 am   Post subject:   

well, instead of using the phrase ‘insurance agent', you may try using the word ‘insurance consultant'. It adds a non-commercial flavor which may interest the customer.

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PostPosted: Fri Sep 26, 2008 6:43 am   Post subject:   

Quote:
There are situations prospects walk away the moment an agent introduces himself as an insurance agent.




Quite so, and it can be attributed to the aggressive manner that some of the insurance agents show at the time of interacting with the client. We need to keep in mind that the customers never like being persuaded, rather they enjoy making the decision themselves. Here, an independent agent enjoys certain privileges over the captive agents. An independent agent can actually put multiple choices before the client and can let him/her make the choice.



However, I've also heard insurance agents using the designations of the financial adviser, financial consultant and such.
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PostPosted: Fri Sep 26, 2008 1:30 pm   Post subject:   

What is the situation that you are meeting the prospect? If it is an appointment, then certainly they know who you are. If you walk up to someone in a party, etc., you can certainly just say the company you are with. Of course, if just stating the company name still makes them run, then after you say it, tell them, "Don't worry, I'm not working now - this is after work." That could put them at ease and then if the conversation does work around to business, you can always tell them that you prefer to make an appointment since you are socializing and not working.



I have told people after telling them "Allstate" that, "I'm not going to try and sell you anything, I left the office at 5:00 today." Then later if we start talking about things, I tell them that the two of us meeting tomorrow to discuss business would be better, since I told them I wasn't "working" right now. Then they have the choice of saying we can talk about it, or you end up getting an appointment out of it.



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PostPosted: Fri Sep 26, 2008 5:23 pm   Post subject:   

Most of my leads for new clients come from referrals or networking. So I'll assume you mean how do you introduce yourself to someone you have just met at a function or social event. But you could apply this to a face to face cold call....



I used to be soooo self conscious about how to introduce myself. I had all these different titles in mind and worked through a ton of pitches.



But you know what works for me?



1. Being comfortable with the fact that I am an insurance broker

2. "Keeping it real" and not trying to make myself out as something other than what I am

3. Trying to view each new conversation as an opportunity to make a new friend or contact.

4. Not being pushy

5. Asking a lot of open ended questions about them - they will ask questions about you in return

6. Gently asking what their experience is with insurance; or how they feel about their present insurance

7. If it is a face to face cold call - don't take up too much time - ask if you could book an appointment to discuss insurance



I hope that helps!



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PostPosted: Fri Sep 26, 2008 7:28 pm   Post subject:   

Two Men (or women) at a party or networking event.



Man 1: What do you do for a living?



Man 2 (insurance agent): I sell money. Could you use some?



They're not going to walk away from that one.

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PostPosted: Sun Oct 12, 2008 3:45 am   Post subject:   

I am proud of the fact that I Protect peoples stuff. Situtaion at an Networking event or party.

Them: so Ed what do you do?

Ed: I protect peoples stuff with insurance.



It works for me in The Great State of Texas, but we are lot more causal down here.

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PostPosted: Mon Oct 13, 2008 4:32 am   Post subject:   

Ontario Broker has it right.



I use the following phrase when introducing myself:



Hi, I am a local health broker. The biggest difference between myself and an agent that works for just one company is that I have many plans from many companies to look at with you to find the right fit, so I dont work directly for any one insurancy company - I Work for YOU. So how may I help you?



It seems like a mouthfull but it will suprise you as to how well it works.



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PostPosted: Wed Oct 15, 2008 11:36 pm   Post subject: I sell money...  

I sell money, could you use some. I like that. You don't mind if I use it, do you Fishman?



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PostPosted: Sat Oct 18, 2008 4:01 am   Post subject:   

I have also heard that used to overcome an objection: "If I gave you $100 and asked you to pay me $1 would you take it?"



"Of course"



"well buying insurance is just like doing that"



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