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Insurance Sales Training Tips

Mar 14, 2012 2 Minute Read

A career in insurance sales requires you to be on top of your game. You must know the ins and outs of the insurance policies you sell, and must understand and cater to each individual that walks through your door. Just as there are several types of policies, there are also several types of customers. Whether it is their place in life, their priorities, or even their budget, there are many unique factors that will play a role in how you can help them.

Insurance sales agents, whether brand new to the industry or seasoned professionals, can benefit from the following insurance sales tips intended to increase confidence and success, and strengthen your approach.

  1. Learn from seasoned co-workers and peers. Chances are there is someone in your office with extensive experience and who successfully builds rapport with potential clients. If you have a good working relationship with that person, consider inviting them to coffee or out to a meal where you can pick their brain about their success. Learning from those around you can increase your knowledge and sales tactics.
  2. Look outside your industry for new tactics. Observe how people in other industries approach their potential clients and chances are you may find new useful tactics, verbiage, and programs that you can adopt. Something they are doing may be easily adapted to the insurance industry and become an important tool in your sales arsenal.
  3. Utilize marketing. If you are in charge of your own marketing, consider taking advantage of marketing tactics. This could include email promotions, newsletters or contests and referral programs. Get your name out there to increase your business.
  4. Above all, be sincere. There is a lot to be said about a salesperson that has genuine concern for the wellbeing of his or her clients.  So do not be afraid to share that caring and understanding side of yourself when meeting with potential insurance clients.

Try out these insurance sales tips and start making a difference in your sales pitches.