TRISTATE FINANCIAL NETWORK - TFN Blog

​Tips for Being a Successful Insurance Agent

Becoming a successful life insurance agent doesn’t happen overnight, it can take years of hard work to establish yourself within the industry and better understand your clients. Give yourself the time and patience you need to adapt to the many nuances of building lasting relationships and clients for life. These tips can help you get started.1. Believe in the productSelling a product that you believe in is much easier than selling a product that you don’t. Owe what you sell! Have a policy for yourself, it lends so much credibility to you an d the company!​2. Be clear and directWhen talking to clients, try to avoid using complicated descriptions or insider language. Instead, explain the concepts to your clients as quickly, clearly, and as simply as possible.3. Get to know your clientsYou’re not there to sell them a product; you’re there to help them find a solution, which means knowing your client’s goals and needs is key. Use every opportunity you can, from the very first phone call or conversation to develop a friendship and relationship. Ask them questions more then you talk and listen more then you ask. Your clients want to know that you truly care and are not in it just to make a quick buck.4. Prepare your presentationPractice it, memorize it, and be prepared to shift your presentation based on how the energy changes while you give the presentation. Be willing to go with the flow of the conversation and dig deep to find the real problem we are trying to find the solution for.5. Don’t guess if you don’t know the answerYou might be asked tough questions, and you may not always know the answers. If you fumble, it’s very hard to regain credibility. Don’t guess; do your research and get back to your clients with accurate facts.That's why we have veteran agents standing by to help you get those answers while you are there with the client! Call out form the home!6. Strive to be betterThere’s always room for improvement. Becoming a lifelong learner and using the skills and knowledge you gain along the way will help you continually improve. Build your relationship skills as well as your sales skills.

Are you asking the right questions?

It all comes back to the pain. Find the pain or the problem and help the client clarify it. Then you can help them solve it. Listen in to learn how.

Are you associating with convenience?

We need a vaccine for average! We need to eradicate average thinking! We need help with this war on average! Listen is as Terry Edwards tells you how.

Do it Now while they remember you!

Here is a quick tip on why you should call you clients back earlier and not later! After you make the first sale sometimes agents are afraid to call the client back before the first policy issues because they think the client might cancel the policy. No worries! We call them back and make secondary sales! Listen to this Quick TIP from Megan Wood and Mike Lewantowicz.

WARM MARKET APPOINTMENTS

Relax, no worries! It's not to sell to all your friends and family it's to LEARN THE PROCESS BEFORE CALLING REAL CLIENTS. It takes the pressure off and can give you a feeling of confidence. This allows you to have all the materials and applications ready in your toolkit. It's easier to forget something on a practice appointment then running a real appointment off a lead, you will want to make sure you have everything ready before you get there.  DOWNLOAD AND PRINT WARM MARKET SCRIPTWatch how to schedule a warm market appointment in the video below.​​When you schedule some practice appointments let the person coaching you know so they can be ready to assist you!

10/04 Team Call: Green Sheet & Annuity Training Call              >>Guest Chris Norris

Chris Norris from BAcM training us up on Green Sheets and Annuities. Mike gives us the details on the 4th Quarter Contests... ALL jam packed into this Team Call !! 10-04-2019.mp3File Size: 64719 kbFile Type: mp3Download File

Team Call : ERS Express Updates!!

On this episode we hear how several agents are makin' it work with ERS Express!  Tips on how to improve: Getting them, booking them and helping them!! 06-07-2019.mp3File Size: 57270 kbFile Type: mp3Download File

Here is your Friday 5 for 05/03 !!

You found a client with retirement money...Now what?

Special guest Chris Norris from BAM gives us the "How to" of converting greensheets to an appointment!! bacm_contact_info.pdfFile Size: 39 kbFile Type: pdfDownload File 05-03-19.mp3File Size: 48257 kbFile Type: mp3Download File your_financial_picture_green_fillable_081318.pdfFile Size: 77 kbFile Type: pdfDownload File 20_power_questions.docxFile Size: 13 kbFile Type: docxDownload File

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