From online advertising to social media campaigns, it may seem like the world of life insurance has moved beyond the more traditional methods of customer conversion. But when it comes to recommendations, that couldn’t be further from the truth. While newspaper ads and billboards may not be the number one way to gain new customers…

Struggling to make sales stick, or find your team falling at the final hurdle? There are many reasons why your team may not be performing the way you need them to. The solution? Effective sales training to improve their sales skills and enhance their conversion rates. Here are five warning signs that your team may…

Meetings generally have a bad reputation in almost every organization. Employees hate them because they seem pretty pointless, while managers loathe them because of all the preparation that goes into holding one. However, one meeting that stands out from the rest is the daily huddle. Also known as pre-shift or stand-up, huddles are short meetings…

If your life insurance agency is planning on expansion, or you’re simply replacing a team member leaving for another job or retirement, mastering the hiring process with hiring skills is a must. While hiring is often overlooked as a part of management within insurance agencies, skilled hiring can make a world of difference when it…

No matter what industry you’re in, integrity in business is extremely important. However, as an insurance agent, it is a quality you must have to ensure a successful career. A successful business career, organization or company is built on trust and relationships — both of which are achieved through great integrity. Throughout my career, I’ve…

As a young insurance agent, your goal is probably to close more insurance deals. While closing more policies can help you make a substantial profit, without customer retention, you’re bound to lose money. And, with slim profit margins on most insurance policies, pushing more policies to make a living can push away your existing clientele.…

As a young insurance agent, you probably envision your career growth in the future. This means a promotion, a salary increase, a bigger office, and a substantial title such as manager that commands respect. However, landing a leadership role isn’t solely about being the best at selling insurance and closing policies. You’re bound to face…

Building a team without your organization is an important aspect to your company’s success as well as your own success. But once your team is built, the hard part isn’t over. You will have to develop your team’s needs to ensure they can work together under your leadership in pursuit of your common goal. Developing…

Does this pivoting scenario sound familiar? You’re talking to a potential customer that you’ve sized up about the perfect insurance plans for them, based on what you know about them and their history (or lack thereof) with your company. You make your best pitch – and it falls flat. We’ve all been there, and needed…

When I first had the task of interviewing potential recruits to join our team, I’d had very little experience of how such interviews should be conducted. As time passed, and my exposure to the interview process deepened, I learned a few of the pitfalls that can eventually result in poor hiring decisions. Here are a…