Knowledge of Insurance
As it is important for a sales person to have complete product knowledge, similarly it is vital for an Insurance Agent to have authentic knowledge of the Insurance field. An insurance agent must have complete knowledge of health, life, liability and property insurance.
Degree and Qualification
An insurance agent should preferably have atleast a Bachelor’s Degree with some sales, finance, Mathematics, accounting and business background. Above all, the insurance agent should have the ability of speaking in public with confidence.
Training and License
It is important for an insurance agent to understand that every state has its own insurance laws. Hence, it is advised to seek professional training and obtain a proper license from any recognized school of insurance agents.
Build up your Customer Portfolio
You may not have people becoming your customers right from the word go. It will take some time that you become known as a professional Insurance Agent. It is advised that you should keep in touch with potential customers by visiting them or atleast giving them a phone call once a week.
Keep yourself motivated
Selling insurance can become hectic and at times demoralizing for an Insurance Agent. It is suggested that keep yourself motivated and focus on hard work as it always pays you back sooner or later.
Relation with Customers
Always remember that a satisfied customer will always give you one more customer. Hence you need to make sure that you serve your clients even after selling the insurance policy.