How to Become a Successful Insurance Agent

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You can expect to become a successful insurance agent overnight. Become a successful insurance agent with help from a dedicated insurance professional in this free video clip.

Part of the Video Series: Insurance Help
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Video Transcript

Hi, my name is Doug Levi, I'm principal agent and owner of Strategic Insurance Services and today we're going to talk about how to become a successful insurance agent something very close to my heart. The first thing I would say is you got to have integrity. That term gets thrown around a lot these days and with your Enron's, your Worldcom, and all the scams out there especially in the financial world, people are often times distrustful of people in the insurance and financial services business. So when you have integrity you got to always put the clients interest above your own, always, I can't stress that enough. If that's not something you think you can do then this is clearly the wrong business for you. The second thing I would say is service, you got to serve the needs of your client, you got to be able to ask good questions, you've got to be able to uncover what the client not only needs but what they want and you've got to be able to follow up with that client. So many times in our business, again, there might be a bad reputation of where someone got sold a policy and then the client never hears from the agent again or they can't get in touch with them. So we often talk to our staff, these clients you want to treat like family. We want to build a long term relationship with our client. We try and do a very consultative approach to serve the needs of the client. The third thing that I would say to you is you got to have excellence, you got to dress well, you've got to go and be a cut above everyone else, that means you're going to have to work hard. This is not an easy busy, it is not a get rich quick business either. Most of the successful insurance agents I know have worked very, very long for very, very, very, very hard and very, very long for a long period of time. So these are three things that I really suggest if you're interested in becoming an insurance agent and being a successful one you need to have integrity, you need to have service in mind and excellence in mind and always keep your clients needs above yours. I had a mentor one time tell me if you take care of the client everything will take care of itself. This has been how to become a successful insurance agent. My name is Doug Levi, I'm with Strategic Insurance Services.


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