As a recently licensed insurance agent, I would like some advice on how to close deals. How do you introduce the subject to potential clients? Do you make random phone calls? How does it feel? I would be very grateful for any advice.
Starting in insurance can be tough. Try reaching out to friends and family first, and network at events to find potential clients. Cold calling can work too if you have a good pitch, though it can feel a bit intimidating at first. Focus on educating people about their options and follow up with them. It gets easier with practice.
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To sell insurance, first choose the type you want and get licensed by passing a state exam. Decide if you want to be a captive agent (working for one insurer) or an independent agent (selling multiple insurers’ products). Generate leads through networking, referrals, and marketing. Then, pitch insurance solutions clearly, focusing on how they meet clients’ needs.
To become a licensed insurance agent, research and target your audience, focus on qualified leads, and create a warm opening with a value proposition.