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Sunday, 27 April 2014

The Road To Becoming An Independent Insurance Agent

By Eloise Hewitt


If the profession of a freelance insurance policy agent has been on your mind lately, then be able to fill your curiosity with all the information that you can find below. Know how you would be able to increase your sales from the next paragraphs too. Just take the time to read all of these things so you would have an idea on the career path which has caught your interest.

The first thing that you need to do is to acquire college education. You may or may not finish college but an independent insurance agent Bloomington IN actually needs to be knowledgeable at all times. Thus, it would certainly do you well if you let professors teach you the basics in business law, business administration and marketing.

Once you are done attaining your college education, then you would already need to exert all your time and effort in getting your professional license. Keep in mind that a state can require you to have several licenses if you want to sell all the known policies in the market. Thus, find a review class that would be able to help you acquire all the documents that are necessary to an agent.

Now, if the law of your state indicates that you would have to be involved in continuing courses in order for you to keep your license, then you have no choice but to adhere to that law. Otherwise, it would certainly be illegal for you to do your job. So, just be able to enroll in a few courses for you to be able to continue earning a living.

Now, the first characteristic that an independent agent should have is flexibility. You must be able to meet your client at any time of the day. You should also be willing to see them in a place that is not your comfort zone.

Also, never show any signs during the meeting that you are completely bored with what you are doing. This would make your customers wonder why they have come to talk with you in the first place. Thus, put some life into the manner that you speak and try not to be monotonous no matter how nervous you are.

Allow them to see your high level of confidence as well. This characteristic should successfully be reflected in your overall behavior. Keep in mind that some people can be very dependent on their agents so be able to use that to your advantage.

As for your main tasks as an agent, you actually need to keep track of all your transactions. Be able to keep them in a place that is completely secured. You would certainly be needing these records in instances where in your customers are having complains with the policy that you have sold to them.

Lastly, if your clients insist that you file a report to them when it comes to your available packages, then do so. Have a conversation with your fellow agents if you need additional guidance regarding this matter. Keep in mind that a well written report can be the key to a successful deal.




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