How to Be a Successful Insurance Agent - 5 Habits to Follow

How to Be a Successful Insurance Agent – Top 5 Habits to Follow!

Jan 25, 2022

Have you ever wondered how to be a successful insurance agent? What separates the great from the good when it comes to insurance sales? Are you ready to take your sales game to the next level? If you answered yes to any of these questions, this article is for you. We’ve compiled a list of the top 5 habits that successful agents do all the time to be great. Follow along to find out how to take your insurance business to the next level by following these top habits.

1. Have a Daily Routine

One of the perks of working as an Independent Agent is not having a set schedule, but that doesn’t mean you shouldn’t have structure. Having a daily routine helps minimize the stress of unpredictability and uncertainty.  Knowing exactly what you need to do and when you need to do it will ensure you maximize your time and productivity. Whether you are forging new relationships, nurturing old ones, or working on your marketing strategy, schedule time for each of those items in your day to ensure you are hitting all your targets for your business growth goals.

2. Build Knowledge

One of the top habits of some of the most successful people in the world is building their knowledge base. Warren Buffett has famously said, “Ultimately, there’s one investment that supersedes all others: Invest in yourself.” The best way to invest in yourself is to be constantly learning. Whether you are staying on top of industry-related news or furthering your personal growth goals, the knowledge you gain will help catapult you to the top.

A successful insurance agent never stops learning about their industry or developing their skills. To stay on top of an always evolving industry, check out all of AGA’s monthly training sessions.

3. Stay Persistent

Selling Medicare is not always sunshine and rainbows. There will be times that get tough, just like in any industry. However, the successful agents are the ones that persevere through the downtimes rather than throwing in the towel. Successful agents typically use slow times or rejections as a time to reflect on their business processes. What could they do better? How can they make their process smoother? What areas of their business need improvement?

4. Be Willing to Fail

Being okay with failure is another common habit successful insurance agents share. If you are not willing to fail, chances are you are not taking risks or stepping outside of your comfort zone. The best way to grow is to take a chance, if it doesn’t work, well then you have a lesson learned and an opportunity to try again. This quote from Inc.’s, “7 Habits of highly successful salespeople” sums it up pretty accurately: “ Rather than give up, the top-performing salespeople concentrate on all the reasons they can succeed. And they find a way to win.”

5. Strive for Excellence

Lastly, if you are on your journey of figuring out how to be a successful sales agent, you won’t want to ignore this last habit –  strive for excellence. Successful agents don’t settle for good; they strive for greatness. Use that mentality in every aspect of your business whether it’s the service you give, the relationships you cultivate, or the effort you put in day in and day out.

Are you ready to become a successful Independent Insurance Agent?

Partner with an agency that will provide you with the support and tools you need to get to the next level!

Jan 25, 2022 | | 0 comments


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