3 Traits That Make a Successful Insurance Agent

3 Traits That Make a Successful Insurance Agent

There is a lot that goes into being an insurance agent. It takes a lot of work and isn’t a job built for just anyone. You have to be able to work hard, on your own, know the difference from your client’s wants and their needs.  Although there are a lot more than three traits that make a successful insurance agent, these three traits are definite must-haves for success in the insurance industry.

  1. Self-motivation

You are responsible for doing your own work and finding the work to do. Your clients don’t come to you. Insurance agents spend many hours investigating leads and building their clientele. You need to know how to stay organized and on track. Everyday can be very different, but you are the only person responsible for your success.  Be eager to work hard and learn every day.

  1. Resilience

Insurance agents have good days and bad days. Sometimes leads fall through, someone leaves you a bad review, and things just don’t go your way. A successful insurance agent must know how to learn from the bad and get right back up. Figure out what went wrong, make some changes, and try again. Rejection is common. A successful agent learns over time which leads are strongest and worth pursuing.

  1. Great Communicator

What is an insurance agent if he or she cannot communicate well to their client? It’s one job to find leads and another to turn those leads into clients and maintain those relationships. Clients need an agent that can explain risks and offer protection. A successful insurance agent knows how to build a personal relationship with each client and offer the proper assistance whenever they are in need. A lot of times a client isn’t aware of what their true needs are. Successful insurance agents must be able to identify the client’s wants and explain to the client the value in their needs.

Whether these 3 skills come naturally to you or not, it’s always a good idea to work on improving them. A client with a great agent is more likely to renew and stay a client.


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