How Do You Become A Successful Insurance Agent?
There are two types of insurance agents that sell an insurer’s products to their customers: a captive agent or an independent agent. A captive agent sells products from only one company; an independent agent sells products from a variety of companies. The key to being a successful agent is to have considerable knowledge about the types of insurance products offered by an insurer. Step 1 Obtain an insurance license from the Department of Insurance in the state in which you intend to sell insurance. Most states will award a license to anyone who pays a fee to pass an insurance license examination. Step 2 Decide on captive agent or independent agent status. An independent agent will need to obtain a license to sell insurance from each company they want to represent. This will require requesting an application from each company and paying a licensing fee. Step 3 Advertise your agency in as many outlets that are practical. This can include placing an ad in the local newspaper, telephone boo
Insurance is a vital necessity for everyone, and as an insurance agent you can play an important role in advising clients on the best and most affordable options available to them among the different varieties of insurance – life, home, personal, auto, etc. Some tips and helpful information on how to become a successful insurance agent are covered in this article. Job description When it comes to buying insurance, very few people contact an insurance company directly; it is the insurance agent’s role to solicit and sell insurance policies to the general public and in this role, you can work for a single insurance company/provider, specialize in one type of insurance or work across the board for different companies and sell different types of insurance. Apart from selling insurance, many successful insurance agents operate as personal financial advisors and their selling may not be confined to insurance products alone; among other financial products, you can sell securities, mutual fund
