7 Prospecting Ideas for Insurance Agents with Less Experience but Lots of Drive

26 Feb

stablishing yourself in the insurance business isn’t much different from other professions–it takes time, effort, and commitment. Whoa, wait a minute: that doesn’t sound fun or sexy at all, does it? No worries. Being the new guy on the block, you’re bringing things to the table that other agents don’t possess: hustle, social media fluency, and (hopefully!) a desire to try new things. More >>

Embrace Your Inner Hero

27 Dec

Unfortunately, the world has become more cynical in recent years. People are jaded about their jobs, their government, and their futures (or lack thereof). So it’s no surprise they’re also turned off by the financial services industry.

But consider: In what other industry do professionals give clients peace of mind when someone dies prematurely? More >>

5 Key Ideas for New Insurance Agents

30 Aug

Success in any venture begins with the proper mindset. As a new insurance agent, there are five key “truths” about the insurance industry and your role in it that will help ensure you have the correct mindset and the best chance at success. More >>

10 Sales Business Card Dos and Don’ts Every Rep Should Know

5 Apr

We may be living in a digital world, but business cards are still a valuable tool for salespeople. Handing your card to a potential prospect or referral is easier and quicker than exchanging phone numbers or attempting to memorize their name so you can look them up later. It also leaves people with a concrete memory of your interaction. More >>

The Best Time to Make a Sales Call in 2017

15 Mar

Most salespeople are eager to know the best time to cold call their prospects. It’s an enticing idea: Rather than waiting for a compelling event, researching the buyer, and crafting a personalized message, the rep simply needs to know the best day for cold calling, as well as the best time of day. More >>

15 “Star Wars” Lessons for Becoming a Financial Planning Jedi

4 Jan

“Star Wars” is one of the most beloved film franchises of all time. And unless you’ve been living under a rock, you know the eighth installment in the series, “Rogue One,” arrived a few weeks ago. Excitement is reaching a fever pitch, and advisors aren’t immune. Here are 15 lessons from “Star Wars” to help you become a financial planning Jedi. More >>