If you love helping people, describe yourself as a go-getter, have a high energy level and work well with a flexible and ever-changing schedule, being an insurance agent may be a great career choice for you.
Although insurance isn’t the most exciting thing in the world, it plays a huge role in how our culture functions. Not everyone is excited about buying insurance, but they sure are happy to have it when they need it. Navigating the technical and detailed world of insurance policies can be overwhelming, which is why people put a lot of emphasis on finding an agent who can not only help them understand the lingo, but who can make them feel comfortable and confident with the process.
So what do you need to become a successful insurance agent?
1 – People Skills– Insurance agents work with people all the time. Whether it is car insurance, home insurance or life insurance, successful agents know how to relate to and connect with the people they are insuring. They know that insurance is a serious and sometimes costly expense, and that people want to feel like they are getting the most protection for what they pay. Being a people person, being a good listener, a confident speaker, and being honest and outgoing are important qualities in order to be a successful insurance agent.
2 – Problem Solving Skills– Insurance agents are in the business of fixing and preventing problems. They’re able to see a few steps ahead and anticipate problems and roadblocks and find a way to overcome them. A major part of the job description is finding ways to help clients come up with a solution to a problem, or a potential problem. Clients will ask all sorts of questions that may be out of your area of expertise, such as should they rent before owning a home or what type of policy works for their specific situation. Successful insurance agents can think on their feet and can navigate clients to the right information, or to a person who can better serve their needs.
3 – Networking Skills– In the insurance world, knowing a lot off different people is key in being successful. If you are confident and comfortable meeting new people, and asking friends and family for referrals, this may be the job for you. A friendly and outgoing personality combined with creative networking techniques is a recipe for success when it comes to selling insurance.
4 – Researching Skills- The rules, policies and lingo of the insurance market are constantly changing, and in order to be successful you must stay on top of the current trends. A successful insurance agent will get excited about learning new methods, laws, and products that can help them help their clients in the best way possible.
5 – Communication Skills– Insurance can be confusing and overwhelming for even the most experienced agent, so imagine how someone purchasing insurance for the first time may feel when exposed to all of the different words, rules, phrases and options that comes with the territory! The ability to break it down so that the general public can understand what they’re buying and what it does it is a true gift, and one of the most important parts of being a successful insurance agent.
6 – Strong Work Ethic– Being an insurance agent means being a self-motivator, being honest, dedicated, persistent and resilient. You must be able to handle rejection professionally, have the sense of urgency required to pursue leads and follow up in a timely manner, be a self-starter and be okay with working without a lot of structure. How successful you are in this industry has everything to do with how you manage you time and your resources, the way you make clients feel, and your passion and knowledge for your services.
Everyone needs insurance, and they want to buy it from someone that they trust. They want someone who they can rely on, who is knowledgeable and experienced, and who has their best interest in mind at all time. Being a successful insurance agent is very possible with a love of learning, an upbeat attitude, willingness to learn and a passion for helping people.
Thanks to Kaya Wittenburg. is the Founder and CEO of Sky Five Properties. With world-class negotiation and deal-making skills, he brings a highly impactful presence into every transaction that he touches.
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Enhanced Insurance is not written by attorneys. If you’re looking for legal advice, you need to contact a lawyer. Further, insurance practices and forms change constantly and are varied from state to state. For definitive answers in your area, contact a local agent.
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