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…

Over the years, I’ve learned to really understand some crucial sales terms and what they actually mean. There is one major area where such words or phrases can often be taken at face value, when in reality, we need to dive down deeper into them to find the best outcome when dealing with clients. It’s…

Change in any situation is never easy. But in the workplace, it can be especially hard because many factors are out of your control and you’re usually expected to go with the flow. And when you’re just getting started in the insurance business, you may struggle at first to handle change in the workplace. So…

Team Meetings can be a powerful asset for any business, whether it’s providing a way to kick off the day, imparting important information, or simply staying up to date on what everyone is doing and when. This is doubly so for the fast-paced world of life insurance, where keeping up to speed is essential for…

The insurance industry is highly competitive. While most businesses have a stern belief that their products help give them that all-important edge over the competition, the reality is that success depends as much on your sales professionals as it is does on your policies. This means that you need to ensure your sales team receives…