In order to be a successful insurance agent you need to be good at selling. Success in any venture starts with having a proper knowledge of exactly who your customer is and how to best go about getting them interested in what you have to say. Understanding the insurance industry and the role you play in it will help to ensure you have the proper mindset and therefore the best chance at success.
When you sell insurance, your objectives are to help people. A key component is a good insurance advertising plan. The Internet, with its personalized websites and social media outlets, have made it easier for all types of businesses to find their voice and has given them a place to be heard.
Know your audience and your products
You should start by presenting yourself as a trusted advisor, knowledgeable about your products and services, and willing to educate and lead people down a path of their choosing. For example, if you are talking to a qualified prospect with a young family, it’s your job to convince him or her that that they need to protect their family with life insurance, in case something bad happens to them. Explain the benefits as well as the peace of mind that comes with having this type of security in place.
Becoming great at selling takes time and experience, and one way to enhance your capabilities is by finding out what the most successful agents do, and then incorporating some of the same things into your business model. Use your website and social media wisely. Fresh content, regular blogging, and an actual “presence” can make a world of difference.
Personal connections are vital to gaining trust
As a business, your highest priority is making a profit and staying in business, but all the while you should be doing something that is in the best interest of your clients. The three activities that will ultimately make you money are prospecting, closing deals, and servicing accounts, and building strong relationships with clients is one of the best insurance advertising devices you can utilize.
This doesn’t mean that you shouldn’t do other non-profit-generating activities which also serve a purpose, but you should do them off-hours, and not during prime calling time. When talking to prospects and customers, you need to know exactly what you’re going to say. Say exactly what you need to say in as few words as possible, while using the most effective words possible, remembering that you don’t ever want to sound canned or unnatural.