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Tips for Being a Successful Insurance Agent
Becoming a successful life insurance agent doesn’t happen overnight, it can take years of hard work to establish yourself within the industry. These tips can help you get started.
1. Believe in the product
Selling a product that you believe in is much easier than selling a product that you don’t. Owe what you sell! Have a policy for yourself, it lends so much credibility to you an d the company!
2. Be clear and direct
When talking to clients, try to avoid using complicated descriptions or insider language. Instead, explain the concepts to your clients as quickly, clearly, and as simply as possible.
3. Get to know your clients
You’re not there to sell them a product; you’re there to help them find a solution, which means knowing your client’s goals and needs is key.
4. Prepare your presentation
Practice it, memorize it, and be prepared to shift your presentation based on how the energy changes while you give the presentation.
5. Don’t guess if you don’t know the answer
You might be asked tough questions, and you may not always know the answers. If you fumble, it’s very hard to regain credibility. Don’t guess; do your research and get back to your clients with accurate facts. That's why we have veteran agents standing by to help you get those answers while you are there with the client! Call out form the home!
6. Strive to be better
There’s always room for improvement. Becoming a lifelong learner and using the skills and knowledge you gain along the way will help you continually improve. Build your relationship skills as well as your sales skills.
Becoming a successful life insurance agent doesn’t happen overnight, it can take years of hard work to establish yourself within the industry. These tips can help you get started.
1. Believe in the product
Selling a product that you believe in is much easier than selling a product that you don’t. Owe what you sell! Have a policy for yourself, it lends so much credibility to you an d the company!
2. Be clear and direct
When talking to clients, try to avoid using complicated descriptions or insider language. Instead, explain the concepts to your clients as quickly, clearly, and as simply as possible.
3. Get to know your clients
You’re not there to sell them a product; you’re there to help them find a solution, which means knowing your client’s goals and needs is key.
4. Prepare your presentation
Practice it, memorize it, and be prepared to shift your presentation based on how the energy changes while you give the presentation.
5. Don’t guess if you don’t know the answer
You might be asked tough questions, and you may not always know the answers. If you fumble, it’s very hard to regain credibility. Don’t guess; do your research and get back to your clients with accurate facts. That's why we have veteran agents standing by to help you get those answers while you are there with the client! Call out form the home!
6. Strive to be better
There’s always room for improvement. Becoming a lifelong learner and using the skills and knowledge you gain along the way will help you continually improve. Build your relationship skills as well as your sales skills.
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Work When You Want One of the greatest things about working with Tristate Financial Network is that your income is not predetermined – you get to determine how much money you bring home. Working just a few hours a week you could make $500 per week or working full time, you could make six figures in your first year – YOU DECIDE! How is this possible? With our proven system and support structure, we help you design a flexible schedule that fits your needs. Whether you want to be able to attend your child’s game each week or the school play, spend more time with relatives, or have more vacation time – you can do it with Tristate Financial Network. You are in control of your own schedule. No more counting sick days or vacation days. You decide when to work and when to play. Inspire Others Most companies try to keep work and play separate concepts that should not mix. We try to make everything we do as fun as possible. Our corporate conventions not only feature amazing training from experts in the industry – you’ll also see uplifting musical performances, motivational speeches that will make you laugh and cry, award ceremonies that are red carpet events and after parties that will make you feel like a celebrity. We also have training meetings across the country each week where you can discuss your struggles and successes with other agents and get training you need without any boring lectures. We have the most fun on all-expense paid trips for two that are designed for everyone to EARN. Our agents have the chance to earn one or more trips EACH YEAR. The accommodations and food are always 5 star and you even have the opportunity to bring friends and family members along with you! |
You Matter! Make a Difference! We’re not just about working – we’re about giving back. Make a difference every day by protecting families with life insurance and ensure that they have an income when a loved one dies. Partnered with Foresters Financial we help our clients receive college scholarships, orhan benefits, donations to charities of their choosing and so much more! Agents also have a chance to earn donations to their favorite charities by meeting certain goals. We participate in volunteer events to help our communities. Some examples of these community projects include building and refurbishing playgrounds, putting together first aid kits for a local housing authority, filling food packages to hand out to those in need, and sorting clothing and other items for victims of natural disasters. Partnerships We have partnerships with top rated insurance carriers, like Mutual of Omaha, Foresters and Transamerica. We have partnerships with over 16 different carriers. Our carriers are easy to work with, reliable and trustworthy, ensuring that our agents provide affordable, quality insurance products to all clients. Work Where You Want You won’t have to go knocking on random doors or call people out of a phone book. We get thousands of requests for insurance and retirement protection help each week from across the nation. We get so many of these requests that we have a team dedicated to helping agents get matched up with potential clients in their area. You create your own schedule with the help of our team. Part time or full time, you are in the driver's seat for your financial future, with a team and system to back you! |
Proven Sales System
Our system is simple and easy to follow, and has proven results time and time again. We offer on going training, one-on-one coaching and mentorship, conference calls and meetings to help you gain the skills and confidence you need to succeed.
Support
You will have peers and experts at weekly local live training meetings, agent hotline and staff members at the corporate office that you can call anytime you need assistance. If you need help getting your insurance license, we have a team to help walk you through the process.
Our system is simple and easy to follow, and has proven results time and time again. We offer on going training, one-on-one coaching and mentorship, conference calls and meetings to help you gain the skills and confidence you need to succeed.
Support
You will have peers and experts at weekly local live training meetings, agent hotline and staff members at the corporate office that you can call anytime you need assistance. If you need help getting your insurance license, we have a team to help walk you through the process.