Life Insurance Agents… What do you say when people ask what you do?

For those of you who are life insurance agents… what do you say when someone asks what you do? Considering everyone is a possible client, what do you say to not make them lose interest? How do you make them want to know more?

I keep it simple and say I sell life, health, and annuity products. No fancy stuff. Just be clear. If someone needs to be tricked into a meeting, they’re probably not going to be a long-term client anyway.

@Zenith
Exactly! Some agents have these strange pitches. I always go for honesty and ask who handles their insurance. If they’re open to it, we do a quick policy review. If they seem satisfied or brush it off, I leave it at that.

@smart1
Couldn’t agree more.

@smart1
I usually introduce myself as an independent life and health agent and joke that I only work with good-looking people. It often gets a laugh.

I just say I sell insurance, simple and to the point.

Just tell them you’re a life insurance agent. Build a real connection with them, and the sales will come naturally.

“I sell insurance… wanna buy some?” It’s a fun way to break the ice.

It really depends on the situation. Sometimes I say, “I’m a life and health insurance agent.” Other times, I joke, “I talk about death all day.”

Lately, I’ve been saying I hire and train remote insurance agents. But honestly, it depends on who’s asking. If I’m not chasing a lead, I just say insurance sales and move on. It’s a great job, so why be worried? Seriously, where else do you walk into a doctor’s office, and the doc isn’t the wealthiest person in the room? Haha… this is a good topic, I need to work on my answer.

I tell people I work in finance, mainly in life and health insurance.

Problem, solution, happy client. That’s basically how I explain what I do.

I say, “I help people transfer wealth in the most tax-efficient way.” I’m not pushy or about the products. Even when I meet with clients, we don’t discuss products until the second or third meeting.

I broker life insurance for high-net-worth and ultra-high-net-worth individuals and families.