Pro Tips For New Agents

Mar 29, 2017

It’s 2am and you’ve just woken up with a life-changing epiphany: You want to be a life insurance agent! Alright, we realize it probably didn’t happen exactly like that, but you did make your way towards a new career in insurance and we are here to help. Whether you’re young and just starting out your business or you’re making a career change later in life, these tips can help you improve your sales skills.

  1. Ask your prospects about their family. Inquire about their children and grandchildren. Get them talking and thinking about their family members who depend on them. Having their family be a focus in the conversation will keep them at at the top of their mind when you move into discussing products and their value.

  1. Don’t just list features and jargon. This can be easy to do when you’re just starting out. You want to show that you know the products inside and out and prove that you’ve soaked in all the knowledge about the industry. However, prospects can get lost in the mix and can lose interest quickly when you do this. Instead, focus on their needs and suggest only products that will fulfill these needs.

  1. Learn from those with more experience. Observe the agents that have some years under their belt. Ask them questions about how they pitch. Don’t think that just because they aren’t computer whizzes, they aren’t skilled agents. Technology can only take you so far; sometimes, the traditional sales methods can be the ones that close deals. Guess what? The agents with experience have those methods down to a science.

  1. Call us to find out about our Elite Producer Program. We've created a comprehensive sales training, marketing, prospecting, and rewards program just for you! Our Base Camp level of the program is a valuable starting point for any new agent. Stop talking about your mountains and start climbing...We'll be there with you along the way.

new agent.PNG

Category: Sales

Category List

Tag List

DOL (2)
Required Minimum Distribution (1)
life concepts (1)
advanced markets (1)
tools (2)
Interest Rates (1)
Charitable Giving (3)
MAC App Feature (1)
agent resources (1)
training (9)
Retirement Planning (24)
non-med (3)
Annuity (3)
FIA (1)
virtual sales (3)
guarantee (1)
Waste Management Open (1)
Alternative Investments (2)
Millennials (6)
IRA (1)
Death Benefit (2)
business solutions (4)
savings (1)
Featured MAC App (2)
PIA (2)
products (5)
life insurance quotes (1)
life happens (1)
guaranteed universal life (1)
rates (1)
PBR (1)
illness (1)
Annuities (36)
private pension funding (1)
Indexed Annuity (3)
business owner solutions (1)
Life Insurance Brokers (6)
business owners (4)
Health Care (2)
selling (1)
Advice (1)
Clients (2)
march madness (1)
Life Insurance Trends (21)
Inflation (1)
Gift (1)
Alternatives (5)
trends (1)
Tips (4)
Generation Y (1)
Gender Gap (1)
Investments (2)
Annuity Concepts (13)
Legacy (1)
E-App (1)
Brokers (2)
Breast Cancer Awareness Month (5)
quoting (1)
Deferred Fixed Annuities (1)
Donation (1)
RMD (1)
Benefits (1)
living benefits (8)
myAdvisorCloud (4)
Looking Forward, Giving Back (1)
Social Media (8)
advanced planning (2)
Income (1)
case studies (3)
Media (2)
indexed universal life (1)
Insurance (21)
Prospecting (6)
Economy (1)
Financial Legacy (6)
Annuity Update Show (11)
Product Updates (1)
LifeBrain (1)
Sales Concepts (17)
term (6)
presentations (3)
Index Universal Life (1)
Best Rates (1)
networking (1)
life insurance awareness (1)
Healthy Living (1)
Financial (4)
Illustrations (1)
Immediate Fixed Annuities (1)
Roth (1)
Long Term Care (5)
Webinar (4)
hiring (6)
digital tools (1)
PPC (2)
Retirement ACE (1)
underwriting (1)
Life Quotes (4)
Market (1)
Brokers Alliance Open (1)
Executive Bonus Arrangement (1)
review (2)
sales presentations (2)
premium deposit account (1)
analysis (1)
Income Planning Academy (1)
Life Insurance Broker (15)
Training Event (1)
Life Insurance Check Up (7)
Fixed Indexed Annuities (2)
leads (6)
social security (2)
Star Wars (1)
Protection (2)
life 101 (2)
Life Insurance Awareness Month (6)
IUL (14)
Asset-Based LTC (1)
Breast Cancer Research (1)
Life Insurance (96)
Financial Planning (20)
funeral (1)
Tax Benefits (2)
buy sell agreement (1)
Video On-Demand (2)
Social Optimization (3)
Brand Values (1)
industry trends (1)
Universal Life Insurance (4)
permanent life insurance (4)
Hybrid Products (1)
Production (1)
business planning (6)
Life Insurance Update Show (9)
MYGA (10)
Market Exposure (1)
Retirement Strategy (4)
MAC (4)
Retirement Investment (3)
2019 (1)
sales kit (2)
Long-Term Care Awareness Month (1)
Legacy Planning (1)
injury (1)
end of year (1)
Facebook (2)
CSO (1)
Retirement (13)
Marketing (14)
Brokers Alliance (8)
resources (2)
final expense (1)
Cash Value (1)
Life Insurance Evaluation (8)
Sales (25)
online resources (1)
Fixed Annuities (9)
Leaderboard (1)
Beneficiary (1)
Content Building (2)
term life (10)
business (1)
earning opportunities (1)
gul (4)
key person (1)
Pitch (1)
Baby Boomers (1)
Variable Annuities (1)
BlackRock (1)
Mobile App (1)
Additional Earning (1)
Quoting Tools (1)
Premium Finance (5)
Quotes (1)
consumer marketing (8)
estate planning (2)
Charity (2)
Compliance (1)

Tag Cloud

MACbusiness ownerssales presentationspermanent life insuranceInterest RatesproductsLifeBraincase studiesGiftProspectingsales kitExecutive Bonus ArrangementAsset-Based LTCFinancial PlanningSocial OptimizationContent BuildingnetworkingfuneralLegacy PlanningSalesestate planningBreast Cancer Researchlife happensFixed Indexed AnnuitiesEconomyPremium FinanceratesFeatured MAC AppPPCRequired Minimum DistributionDonationVariable AnnuitiesBaby BoomersMediaBeneficiarymarch madnessTax BenefitsLife Insurance Update ShowAnnuitiesRMDMarketingreviewCSOFacebookgulDeferred Fixed AnnuitiesWebinarBenefitsFIAIRAearning opportunitiesIncome Planning AcademyBrand Valuesanalysisliving benefitsend of yearRetirementAdviceMillennialsindexed universal lifemyAdvisorCloudbusiness planningUniversal Life InsurancequotingGender GapLooking Forward, Giving BackBrokersAnnuityPIAIndex Universal LifeVideo On-Demandconsumer marketingterm lifetrendsComplianceRetirement Planningbuy sell agreementQuoting ToolsHealthy LivingBrokers AlliancesellingInvestmentsInsuranceLife Quotesbusiness solutionstrainingMAC App FeatureAnnuity Update Showbusiness owner solutionsLife InsurancetermFinancial Legacyonline resourcesLife Insurance Awareness MonthGeneration Yvirtual salesagent resourcesRetirement ACERothpremium deposit accountindustry trendsAnnuity ConceptsleadsWaste Management OpenLeaderboardbusinessIncomedigital toolsLife Insurance TrendsguaranteeLife Insurance Brokersadvanced planningLife Insurance Check Upfinal expensePitchFinancialIllustrationsAdditional EarningBlackRockSales ConceptsE-AppinjuryRetirement Strategysocial securityhiringprivate pension fundingStar WarsMarketlife 101LegacytoolsImmediate Fixed AnnuitiesInflationHealth CareAlternativesLife Insurance EvaluationsavingsAlternative Investmentslife insurance quoteslife conceptsSocial MediaCharitable GivingLong-Term Care Awareness MonthProductionLife Insurance BrokerCharityClientsadvanced marketsQuotesProduct UpdatesunderwritingProtectionillnessBest RatesHybrid ProductsMYGAIULkey personDOLMarket ExposureTraining EventFixed AnnuitiesDeath BenefitBrokers Alliance OpenCash ValueMobile AppLong Term CareRetirement Investmentresources2019PBRnon-medpresentationsBreast Cancer Awareness MonthTipsIndexed Annuityguaranteed universal lifelife insurance awareness