Personal development, personal and career growth, progress and potential concepts. Coach (human resources officer, manager, mentor) motivate employee to growth.Whether you’re a greenhorn in the insurance industry or just starting to consider a career change, it can be intimidating to navigate the waters on your journey to the top. Thankfully, there are many tried and true practices to creating a foundation upon which you can build.

These fundamentals have been used by the most successful agents to build a viable business with a solid book of loyal clients. Check out the 3 most important steps that you can take towards crafting a bright and sustainable future in the insurance world.

1. Get a Mentor

If you’re doing something for the first time, don’t try to go at it alone. You need someone who can guide you, identify your strengths and weaknesses, and transform you into a skillful insurance adviser who can leave consumers with the knowledge that they need to feel confident in their decision making process. Find someone who has been successful and learn all that you can from them. Get feedback, tips, tricks, and develop the skill set that will enable you move forward in your career path. Don’t just learn about the products you’ll be offering, but the products competitors are pushing too. Having a mentor is valuable in the development of your sales associate skills when you’re beginning as an insurance agent. The more knowledgeable you are, the more valuable your advice will be to your clients.

2. Find a Buddy

Building an insurance practice isn’t easy. The activities in building your own book of business requires a lot of discipline and hard work before you start seeing results. In fact, it’s a lot like those New-Year’s-Resolutioners that pack the gym every January – many commit, but fail to follow through for the rest of the year. So take a page out of the books of those who were successful. Find someone who motivates you, compliments your weaknesses, and sparks your competitive side to keep the fun in mastering your future. Hit the phones together and see who can set the most appointments, or hit a business center with each starting at opposite ends. Being able to work in tandem with your peers while also fostering healthy competition is an especially valuable quality to include on your sales associate resume. You’d be amazed how many complexes you can cover together meeting a variety of business owners who value your knowledge!

3. Build Relationships, Not Customers

This is the most important step in building a successful book of business. Focusing on establishing a valuable professional relationship with people instead of just making a sale will increase loyalty with the people you help. We’ve all experienced dropping off the car for a tune-up only to get a call from the mechanic with a list of expensive repairs needed to get back to running “just like new.” Credibility matters most when you’re advising someone who lacks the knowledge your providing. Having a commitment to providing value to your relationships that can positively impact the lives of your clients can also impact what career connections you can forge, an important idea to keep in mind as you navigate the insurance world.

Implementing these steps into growing your business will provide the fundamentals in establishing a valuable book of business for a successful insurance practice. Starting a business may not be easy, but by focusing on these essential steps and nurturing your relationships with those you’re both learning from and educating, you’ll be able to take your leadership to the next level.

Interested in learning more about a position with us?

Personal development, personal and career growth, progress and potential concepts. Coach (human resources officer, manager, mentor) motivate employee to growth.Whether you’re a greenhorn in the insurance industry or just starting to consider a career change, it can be intimidating to navigate the waters on your journey to the top. Thankfully, there are many tried and true practices to creating a foundation upon which you can build.

These fundamentals have been used by the most successful agents to build a viable business with a solid book of loyal clients. Check out the 3 most important steps that you can take towards crafting a bright and sustainable future in the insurance world.

1. Get a Mentor

If you’re doing something for the first time, don’t try to go at it alone. You need someone who can guide you, identify your strengths and weaknesses, and transform you into a skillful insurance adviser who can leave consumers with the knowledge that they need to feel confident in their decision making process. Find someone who has been successful and learn all that you can from them. Get feedback, tips, tricks, and develop the skill set that will enable you move forward in your career path. Don’t just learn about the products you’ll be offering, but the products competitors are pushing too. Having a mentor is valuable in the development of your sales associate skills when you’re beginning as an insurance agent. The more knowledgeable you are, the more valuable your advice will be to your clients.

2. Find a Buddy

Building an insurance practice isn’t easy. The activities in building your own book of business requires a lot of discipline and hard work before you start seeing results. In fact, it’s a lot like those New-Year’s-Resolutioners that pack the gym every January – many commit, but fail to follow through for the rest of the year. So take a page out of the books of those who were successful. Find someone who motivates you, compliments your weaknesses, and sparks your competitive side to keep the fun in mastering your future. Hit the phones together and see who can set the most appointments, or hit a business center with each starting at opposite ends. Being able to work in tandem with your peers while also fostering healthy competition is an especially valuable quality to include on your sales associate resume. You’d be amazed how many complexes you can cover together meeting a variety of business owners who value your knowledge!

3. Build Relationships, Not Customers

This is the most important step in building a successful book of business. Focusing on establishing a valuable professional relationship with people instead of just making a sale will increase loyalty with the people you help. We’ve all experienced dropping off the car for a tune-up only to get a call from the mechanic with a list of expensive repairs needed to get back to running “just like new.” Credibility matters most when you’re advising someone who lacks the knowledge your providing. Having a commitment to providing value to your relationships that can positively impact the lives of your clients can also impact what career connections you can forge, an important idea to keep in mind as you navigate the insurance world.

Implementing these steps into growing your business will provide the fundamentals in establishing a valuable book of business for a successful insurance practice. Starting a business may not be easy, but by focusing on these essential steps and nurturing your relationships with those you’re both learning from and educating, you’ll be able to take your leadership to the next level.

Interested in learning more about a position with us?

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