How to Get Training to Sell Insurance
When you decide you are going to become an insurance agent, there are several methods to obtain training. Even after you become licensed, you will be required to seek additional training to make sure you keep up to date with all of the changes with laws, regulations, policies and procedures. Sales training sharpens your skills and helps you overcome objections and, ultimately, sell more insurance policies. There are some training classes that are offered online.
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Instructions
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Find an insurance company that you want to work for. You must be sponsored by a company to break into the insurance industry. The company that you work for will provide the necessary training at their headquarters or another designated location.
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Go to the company-sponsored training classes when offered. Take the tests set up by your company. If you receive a passing score, you will receive a license to sell insurance. In order for you to sell insurance, it is necessary to get licensed in the state that you want to sell insurance.
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Take continuing education classes after licensing. Sales agents must take 20 hours of continuing education credits every 2 years throughout their career in order to remain a licensed sales agent. Your company will provide the site, location and time.
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Attend classes sponsored by the National Alliance for Insurance Education and Research if you are an independent agent not sponsored by a company. Classes provide education in health and life as well as property and casualty insurance.
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Practice role-playing with experienced sales agents. As a new agent, you can pretend to be a customer, while the experienced agent plays the role of an agent and overcomes objections in order to make a sale. Then, switch roles.
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Tips & Warnings
Take the training classes and pass the exam for series 6 and 7 licenses. A series 6 license enables you to sell mutual funds and variable annuities. The series 7 license grants you authority as a general securities representative. Both tests are administered by the Financial Industry Regulatory Authority. Your company will get you times and dates for classes and tests.
