So, I'm An Insurance Agent...Now What?
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About this ebook
Were you hired by an insurance company expecting comprehensive training, free leads, and unlimited income but then found out that wasn’t exactly true?
Do you have an insurance license but you're not sure what to do next?
Are you frustrated with the lack of training in your new career?
This book may be exactly what you need to get on track to a successful insurance sales career!
Insurance sales can be a lucrative and fulfilling career but it takes hard work and focus to get started. This book will explain what to focus your attention and energy on and help you understand how to get the "edge" you need from the insurance company you are working with currently. Also included are dozens of tips on finding the right company, choosing the right product to sell, choosing the right type of lead, setting appointments and running successful appointments.
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Reviews for So, I'm An Insurance Agent...Now What?
10 ratings2 reviews
- Rating: 2 out of 5 stars2/5Zero Information on marketing! The most important topic, not sure why he wrote this.
- Rating: 5 out of 5 stars5/5Informative and simple tips yet helpful. Good for beginners to read.
Book preview
So, I'm An Insurance Agent...Now What? - Stephanie Pogue LUTCF
Are you new to the insurance industry and frustrated with your progress so far?
Were you told there would be:
Comprehensive training (We’ll teach you everything you’ll need to know.
)
Free leads (You will have more people to contact than you will have time to see.
)
Balance between work and home life (You’ll only need to work a few appointments each day with very few, if any, evening or Saturday appointments.
)
Unlimited income (You’ll make more money than you ever thought was possible!
)
Then you found out:
Comprehensive training means you memorize the scripts, watch pre-recorded webinars on the company website, and if you’re one of the lucky ones, meet with a manager or trainer occasionally for a goal setting session.
Free leads were not much more than names and numbers from the telephone book.
You’re working 50-60 hours each week, including evenings and weekends.
Yet, you’re spending more money than you’re making.
Here’s the thing: the statements above aren’t lies, but they aren’t the whole truth either.
If you find yourself in this situation, this book may be exactly what you need!
Not only have I been where you are, feeling like I was sold a bill of goods, but I have also been the one selling the career opportunity to new candidates. I want to share with you what I wish I had known in the beginning of my insurance sales career and offer hope that you will make it through the first year. I want you to understand how the skills, work ethic, drive and persistence you already possess can help you achieve a long, happy and successful insurance career. I had the same doubts as you are having right now, but I was able to make it through the first year and make a significant amount of money throughout the following years. Let me tell you what I learned.
About Me
I have been in the insurance industry for more than two decades. I started in the accounting department of Group Health Plan in the mid 1990’s and worked extensively with finance, sales, customer and provider services, contracting, risk management, operations and the information systems departments for GHP as well as UnitedHealthcare. During that same time, I went to college full time in the evenings and completed my Bachelor’s Degree at Fontbonne University. After many years learning how insurance companies work from the inside, I decided to work on the other side of the corporate table. I joined a large multi-specialty doctors’ group to assist in contract negotiations between themselves and health insurance companies. After that, I decided to move away from the corporate environment and began helping individuals make their way through the maze of insurance options. In 2005, I chose Bankers Life to start my sales career with, primarily because they had an extensive sales training program. I felt this was a good option because I was comfortable with insurance products and I could use my knowledge to help others while also expanding my sales skills. I believed I could accomplish this fairly easily, but it was a lot harder than I expected!
I was interested in the sales side of the insurance industry because I wanted to do the right thing for people. Too often, I watched insurance agents and companies take advantage of people because not everyone understands what options are available to help them. I have the ability to take something complicated and make the knowledge simple and useful for people. When I fully explained how different insurance options could help, my clients were able to make the best decisions for themselves and their families and I could sleep at night knowing I did the right thing. In return, my clients continued to renew their policies year after year and told their friends about my services.
Still, during the first few years I was frustrated. I was told I wasn’t good enough or outgoing enough to make it in sales. I was left on my own to figure out what sales strategies worked best with my personality. I had to find ways to grow and develop my skills with little help from the sales trainers around me. However, through the process I learned I was stronger than I thought and as long as I was persistent, got up every day with the same goal in mind, continued to stay upbeat and positive, and believed with an unwavering focus that in the end I would meet my goal, then everything would work out. My goal during the first few years was to be a successful agent. To me, that meant being the top producing agent in my office and qualifying for company conventions.
My goals evolved and changed along the way, but eventually I was the Agent of the Month several times in my office and I did qualify for multiple company conventions and contests. Before I left the company to start my own agency, I met a lofty goal I didn’t even consider as a new agent. Not only did I rank within the top 3% of all sales managers in the company, I was also the top female sales manager within the entire organization. In a company with more than 600 sales managers, that was a tremendous accomplishment.