5 Crucial Steps Lan Insurance Sales Jobs

So you want to have more flexibility, make good money, be your own boss, set your own hours and think that job in insurance sales might do it all?

You are not far from the truth. Let me tell you what being insurance sales representative means.

First step in becoming an insurance agent is to get licensed. You can use online licensing providers for your state. Then you research different insurance companies and get appointed. Have in mind that credit and background check will be necessary since you work in financial industry.

Next step is to start with your training. Every company has its own proven training system or mentoring system that you will follow. You will learn from experienced agents how to get referrals, how to do in home presentation, how to close the sale and what to say on the phone when calling prospects. Remember no customers, no sales. You need to get in front of people in order for you to make money.

But how do you find your customers? There are different kinds of approach that you can go for. The most common procedure that most of the insurance companies teach is to write down your top 100 names of people that you know. It could be your family members, your doctors, people from your church, different acquaintances and friends. This probable the #1 thing most people hate about insurance sales jobs because they don’t like to bother friends and family.

Then you start making calls and see if you can set up appointment to review existent policy they already have in place or to see if there is a way to get them insured. Once you have been successful in setting appointment you can then ask for referrals. Even if you don’t close any sales these people might know someone else and will be happy to give you names for your time that you have spend with them reviewing policy or setting up a new one.

Another great source of getting clients is through advertising. You can use many online ad websites as well as to create your own website. Some companies provide their agents with leads collected from internet, telemarketing or mailing campaigns. Leads are usually pre screen with do not call lists.

When scheduling your appointments try to be time efficient and set all your appointments in a day or two. That way you save on gas and if there is no show you have other people to visit.

Once policy is approved we recommend you personally deliver it and go over one more time. Always maintain good relationships with your customers and conduct yearly reviews because their financial situation or other important factors can change. So making calls, driving for appointments and keeping in touch with your clients as well as generating new business are the main aspects of insurance sales job. If you like working with people and helping them protect their most important assets – insurance sales job is right for you.

Author Bio: Allan Parker is part of team of 12 people who’s responsibilities include creating content and marketing for Insurance Sales Jobs You can learn about the 7 great insurance sales jobs here.

Category: Jobs
Keywords: insurance sales jobs,high paying insurance sales careers

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