5 Agent Success Tips

How to be a better agent...5 tips for success

Feb 24, 2020

What separates good from great? Below are five tips that can take you from being a good insurance agent to a great one with a thriving client base. 

1. Be Driven
To succeed in any career, you need to be driven. Career driven is the difference between simply having a job and having a career. But what does having a career-driven mindset really mean? To highly effective insurance agents, this means taking full responsibility for your career path and personal development. Get involved on and off the clock. Meet people, attend conferences and always be learning.

2. Be Available
The modern world has drastically changed how we communicate. We no longer live in a world where insurance agents dictate when they communicate with their clients. A common habit among highly effective insurance agents is that they make sure they are available not just how and when it’s convenient for them, but also their clients. This means being accessible by social media, chat, phone or text.

3. Be Focused and Care
Staying focused can be hard, but it’s a habit that the best insurance agents cultivate. By paying attention to their tasks at hand and not allowing distractions to become excuses for poor productivity, highly effective insurance agents get more done and deal with challenges well, because they are focused on the needs of their clients and concerned about making their lives easier.

4. Be a Risk Taker
Lots of people avoid taking risks because they fear failing. But when you’re so focused on not failing, you miss out on valuable opportunities and lessons. More so, when people avoid taking risks, they play it safe. They have mediocre goals, which yield mediocre results. Highly effective insurance agents embrace fear and take risks, knowing that failure is just a chance to learn, adapt and grow.

5. Be Persistent
Building a successful insurance career doesn’t happen overnight. You will face challenges, hardships, and losses that can be intimidating and downright discouraging. The best insurance agents are persistent and don’t give up, despite their letdowns.

These five tips will help you and your clients benefit in the long-term.

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