How do I succeed in selling insurance?

selling insurance How do I succeed in selling insurance?


Selling insurance is different from selling everything else. Selling insurance is a big challenge and most insurance sellers leave their job in the first 2 years. Most insurance agents describe their early business careers as having very long hours and lean times. For independent agents, finding new clients can be difficult, even for those with experience. If you want to be successful in selling insurance, you will need to bring in new business to increase revenue and convert customers who abandon your policies. Here are some of the best ways to attract new customers as well as generate insurance leads:

How do I become a successful insurance salesman?

selling insurance, You have to decide what type of insurance to sell and earn a license


Selling insurance falls into a broad category, and an insurance license does not cover all the different types. So first decide what type of insurance you want to sell. Common options include life, health, property, and casualty insurance. Also, two other types that are quite common are surplus line insurance, which covers unusual situations with risks not addressed by standard insurance, and convertible product insurance which has an investment element. You must be at least 18 years of age to earn an insurance license for everything except convertible product insurance. You must pass a test administered by the state where you want to sell insurance.

Dress more professionally


Clients are more likely to take you seriously when they see more professional clothing. Your coworkers and your boss will take you more seriously if you’re the fastest dressed person in the office, and most importantly, take yourself more seriously. Sometimes confidence comes in from the outside and if you can see that part then everyone will start believing in you.

Decide how to sell insurance


There are two ways you can sell insurance once you’re licensed. You can be an independent agent or a captive agent. Captive agents work for specific insurance carriers and may only sell their insurance products to prospects and customers. Independent agents work for themselves and may sell products from various insurance companies. Independent agents use their own resources to start and market their businesses and can earn a larger commission than captive agents.

Create more pages on your website


You must have a website and an online representation of your brand. If most of the pages on your website are educational rather than sales, the better. You create special pages for each insurance policy and make it easy to find. You have to write informative and engaging blog posts on your proposals and other industry-relevant topics. You can work with a content marketing team that understands the process of generating leads from well-designed content.

How can I improve my insurance sales skills 

Enrollment in Professional Courses


One can use the study material provided during the training to know about the products. Enroll in a variety of business courses, for skills such as communication, sales, customer service, and computer proficiency. These courses have a structured curriculum and help you apply the concepts learned.


Having a professional degree lets companies know that you have had professional training for the job. One can also enroll in sales and marketing courses to gain a better understanding of consumer behavior and different types of sales techniques. Training taken in these areas can help you meet your sales goals and improve your performance ratings in the workplace.

Gain Experience


It can be helpful to gain some work experience in sales after you’ve completed professional training so that you can practice what you’ve learned. You can apply for a sales internship or real sales position, or even apply for an insurance agent internship, to further strengthen yourself. In your resume, highlight your strengths by mentioning this experience along with your professional training to become a successful insurance agent.

Collect feedback from customers


Get feedback from your customers to improve your own performance. You can also create a survey form to present to them after the meeting is over. Some insurance companies collect feedback from their customers to assess the performance of their employees. You accept the feedback and use it to help you identify skills you can improve to better serve your customers and company.

Customer service skills


You need strong customer service skills to be successful as an insurance agent. You must respond to inquiries, emails, and phone calls in a timely manner and the customer expects insurance agents to help them resolve issues quickly and easily. Your good customer service skills enforce a strong work ethic. Being proactive while building new customer relationships and maintaining existing customer relationships is what leads you to a successful career as an insurance agent.



Above are some of the qualities that life insurance agents need to have in order to be successful. The insurance business is very challenging and also extremely rewarding for those who are willing to learn the skills required to build their business. The insurance industry will change but you must try to provide your customers with what they really need, by using this mix of old and new sales techniques. Sales skills have to be built to adapt to the digital age of insurance sales. You will also be able to meet the changing needs of customers with the above strategies.

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