Becoming a life insurance agent is sort of like becoming a jack of all trades. Salesmen, Administrator, Leader, Counselor, Debt Manager, and even Baby Sitter at times. There is no question that it takes a special breed to multitask the keys read required to succeed at selling insurance. However, working on certain qualities can drastically improve your odds of success. Here’s the top 5 qualities every successful life insurance agent has.
1. Confidence
Whether it be door-knocking, setting appointments, asking for referrals, confidence is the single most important quality you need. Whether it be closing a life insurance application, or setting up an opportunity to; My first piece of advice is having loaded questions, short responses and power phrases cocked, locked and ready to go. The more confident you are delivering them, the more effective they will be. Develop your script, master your pitch and learn your closes. Whatever you need to do to be the best version of you, I highly suggest that you get on accomplishing that. The benefits it will bring your career, and personal life completely outweigh any time and dedication that you have to put into it. Confidence is your moneymaker.
2. Work Ethic
This one should be a given, you would think however after a whole lot of oversight and engagement with thousands and thousands of new agents I found that so many people become attracted to this business because they were recruited on the premise that this is a get rich quick kind of business. It’s not. However many people do get rich, it just doesn’t happen quick. Being a life insurance agent, especially in your for six months is a 60 hour week job. You’re going to work nights, you’re gonna have to work weekends, you’re going to take phone calls when you’re hanging out with your family. Notice doesn’t mean it will be like this forever but the grind of insurance. Never truly stays at the office. The faster you want to get “rich”, the more you’re going to have to work. There’s no short cut. Period.
3. Time Management
The the thing I learned as a life insurance agent transitioning from a window installer was, I actually enjoyed what I did which means the clock can run away from you. For the first time in my life I found myself working against the clock, not waiting for it. Life insurance agents tend to have a lot of tasks come up throughout the day. From setting appointments to selling them, follow up, to marketing. From Conference calls, to paperwork the day van really get away from you. I still struggle with this. However learning how to time hack will reap serious benefits both professionally and personal. Take a hard look at your day and get technology on your side.
4. Compassion
The benefits of being an insurance agent always becomes very easy to get caught up in the glamour of what we do, while hunting the thrill of the sale. Sometimes it’s easy to forget that we’re dealing with people‘s families. We’re catching them and some of the most vulnerable moments. Our clients share very intimate things with us. They tell when they don’t have a dollar to their name. They tell us very intimate and private Information. We have a responsibility to understand them. To listen and to lead. Clients want to look to us for advice. For direction and most of all, leadership. Leaders are compassionate. We are expected to care. The good news is, compassion will close you more deals than a catchy one liner ever could.
5. Integrity
To be completely honest, I wish I had more I could write about this. But, this is really just a a given. Every single will day we handle people’s private information from Social Security numbers, to their bank account numbers. We have a fiduciary duty to not only be ethical, but to give sounded advice that always favors the clients best interest over our own. Operating your career on a day-to-day model of integrity always ensures that you will have a long lasting, and healthy relationship with the insurance companies you sell for, the client you serve, and the agency lead.
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