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.