3 Tips For Beginners

[Liz]

What are the first three things you would do as a new agent in life insurance?

 

[LGilmore]

1. Work and learn at the same time. Many new agents feel uncomfortable going out without "knowing" all there is to know about insurance. You have to learn this phrase "I'm not 100% sure, I will get back to you about that..." It's OK not to know as it takes a lifetime in this business to learn it. Never fake your way through. If you aren't certain, say so, then get certain.

2. Don't get too high after a big sale. You've bagged your elephant, and want to celebrate. Fine, but keep working. Many new and experienced agents take the month off, when they bag a big one. Keep working.

3. Don't get too low when things aren't happening. When time comes where nobody loves you, try not to get down, just keep working. Things will take care of themselves if you keep working. Every agent at any level goes through dry periods in this business, it is part of this business. The solution for any agent is keep working good or bad times. During the year, if you do this things will balance out and you'll be here for the next year.

 

[xrac]

1. Between the hours of 8-5 be seeing people or trying to see people.

2. Become an expert on one product. Don't try to do anything else until you are an expert.

3. Don't be jumping around between companies, IMOs or products.

4. Find a mentor and bird dog appointments for them while you learn.

 

[Justin Bilyj]

1. Compare product highlights, rate sheets, underwriting guidelines,and riders between products so you understand the weaknesses and strengths.
(competence breeds confidence)
2. Have a point system to track productivity *One Card etc.
3. Read Meisel, Savage, Feldman

I would also tell people to go to the forum Top Gun Producers Forum (even tho the owner is an ass).

 

[Liz]

1. Between the hours of 8-5 be seeing people or trying to see people.

2. Become an expert on one product. Don't try to do anything else until you are an expert.

3. Don't be jumping around between companies, IMOs or products.

4. Find a mentor and bird dog appointments for them while you learn.

Thanks for the bonus tip, too :-)

 

[DHK]

1) Learn how to prospect and give fact-finding sessions based on emotional needs... not 'lecturing' them to do what you tell them to do. Logic tells... emotion sells.

2) If and doubt, ask a question. Do this with management, offices, agencies and especially clients/prospects.

3) Conserve your money. Don't spend money on any 'siren song systems' promising instant success. If you can be smart and work hard, that's all you need.

 

[houcoogster]

1. Go to work where they provide leads (fresh and exclusive).

2. Go to work where they provide training setting appointments.

3. Go to work where they provide training in the field selling.

4. Work as if your life depends on it.

 

[donamese]

2. Don't get too high after a big sale. You've bagged your elephant, and want to celebrate. Fine, but keep working. Many new and experienced agents take the month off, when they bag a big one. Keep working.

To add to this...keep some money banked because you WILL incur chargebacks. A 10K commission check is nice, but a 10K chargeback 8 months later because of a rescission is a harsh reality.

 

[xrac]

......I would also tell people to go to the forum Top Gun Producers Forum (even tho the owner is an ass).

Definitely check out TGP.

 

[CHUMPS FROM OXFORD]

1. Listen
2. Learn
3. Know Your Competition


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