How to Be the Best Insurance Agent You Can Be

The Perfect Insurance Agent

A quick Google search can bring up hundreds of blogs listing all different types of qualities that make an outstanding insurance agent. Don’t let that overwhelm you. Whether you’re a new insurance agent or have been in the field for a long time, not everyone has all of these qualities. Over time you will develop more skills; just don’t expect them to come together all at once. Figure out your strengths first and use those to drive your sales.

Personality Types

  • Persistent
  • Self-motivated
  • High energy
  • Talkative

Insurance can be similar to marketing. Sales is an important skill, you need self-motivation to follow up on leads, and a lot of the job requires high energy. Many people assume that a particular personality type is necessary to have those qualities. But not every insurance agent is a strongly extroverted person, and that’s okay. Both extroverts and introverts have strengths and weaknesses. Here are a few traits common in an introvert that can lead to success as an insurance agent.

Introvert Strengths

  • Great listeners
  • Patient
  • Pensive

Introverts are really good at listening to what other people have to say. This is very important for an insurance to be able to do well. You need to be able to fully understand your client’s current needs in order to identify the right policy fit for them. Knowing your clients well also opens the door to predicting other policies they may need in the future. That opens the door for an agent to cross-sell multiple products and services.

The early bird doesn’t always get the worm. Insurance agents face a lot of rejection, and patience is a great trait when waiting for leads to call back in the game of phone tag. Selling insurance isn’t a job that follows a script. You have to think on your feet and take the time to analyze each client’s situation while making decisions.

There is no one formula to create the perfect insurance agent. Both extroverts and introverts have innate strengths that can be valuable for agents. The key is to understand your strengths, develop your skills, and put in the time and effort to build your book of business.

Leave a Reply