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6 Tips to Advance Your Career As a Life Insurance Agent

According to a report, the insurance market worldwide grew from $5,376.92 billion in 2021 to $5,838.43 billion in 2022. If you are considering a career as a life insurance salesperson, then you already know that this can be a gratifying and lucrative profession. You will make great money, meet interesting people and help them with their most significant financial needs.

But before you throw yourself into your new career, there are some things that you should know about the industry and how to get ahead in it.

So here is our list of tips for those thinking about becoming a life insurance agent.

Read more: Online Aggregators Vs Insurance Agents

1. You Need to Be Credible to Attract the Right Customers

To attract the right customers, you need to be credible. Although it’s a broad term, credibility is the foundation of any successful business. There are many ways to build credibility, including education and experience or even being known in your community as someone who can be trusted.

One way to build credibility as an insurance agent is by being a good listener. People will naturally trust you more when you truly understand their needs. In addition, being empathetic toward others shows them that you care about them as individuals rather than just treating them as numbers on a spreadsheet (which is how many other salespeople treat their clients).

2. Invest in a Good Life Insurance Sales Platform

To be a successful life insurance salesperson, you must invest in a good life insurance sales platform. A good platform can help you manage your client’s needs, keep track of your progress, and much more. It also allows you to easily send personalized emails to your clients without manually coding them or relying on an expensive developer.

There are many different types of platforms available today. Some are apps that run on your smartphone or tablet, some are websites hosted on your server (which may require technical skills), while others are hosted by someone else’s servers or even cloud services such as Amazon Web Services (AWS).

Choosing the right solution will depend on your technical expertise and how long you’re willing to spend learning how to use it effectively. In general, though, we’d recommend asking yourself these questions when deciding whether or not one solution is better than another.

How easy is it going to get started? What kind of features does this software offer?

Is there any training available (either free or paid)?

Is there any documentation available online so that you don’t need assistance from anyone else whenever you encounter problems?

Will this solution allow you to focus more time on selling instead of worrying about technical issues?

3. The Process Is All About the Follow-up

Around 50% of Americans reported having life insurance in 2022, and the remaining 50% are yours to claim. The process is all about follow-up. There’s a reason that this is one of our most essential tips. It’s vital to your success as an insurance salesperson. You can’t just rely on your first contact with a prospect because if you do, you’ll get nowhere.

The best way to ensure you’re getting the results you want is by following up with every lead and prospect. It means sending out emails regularly and making personal phone calls when necessary.

4. Being Professional Is Key

Professionalism is a critical component of your success as a life insurance salesperson. A professional demeanor shows you have confidence and trustworthiness, which are two qualities that make it easier for people to buy your product. To be considered professional, you should:

  • Be well prepared and have a plan in place before each presentation. You’ll need facts, figures, statistics, and other information at the ready to answer any questions from customers or prospects quickly and effectively.
  • Dress appropriately for each meeting. This means looking professional without dressing too formally or too casually for the occasion.
  • Make sure your presentation is clear and concise, with no grammatical errors or misspellings on any materials used during your pitch. It’s also important to speak confidently about life insurance policies when presenting them, don’t let nerves get in the way of this. Additionally, practicing Ted Talk coaching and mentoring techniques can help you develop the confidence and skills needed to effectively present life insurance policies without letting nerves hinder your performance.

5. Using the Best Insurance Leads and Prospecting Strategies Is Crucial

One of the most important lessons you can learn as a life insurance agent is how to use the best insurance leads. There are many ways to get new clients and prospects, but some are better than others. Statistics reveal that in 2022, 106 million Americans were either uninsured or underinsured; thus, the market is ripe for taking.

It would help if you also used the right prospecting strategies to find new leads for your business. For example, utilizing direct mail campaigns could be one good way of attracting new customers who may not have heard about your company before but might be interested in starting discussions with an agent like yourself.

6. Network Like Crazy

Networking is a great way to find new clients. You can often connect with people who are already in the industry or who may be able to help you with your career. For example, go to an event (like a trade show) with many professionals from different companies and business areas. Some of them will likely have connections that could benefit your own business.

It’s essential for salespeople, in general, to network with their peers as well as other professionals in their industry. Salespeople will often share ideas and tips about how they’ve succeeded in the past or what helped them out when they were going through a difficult time at work.

The more people you interact with professionally, the more connections you’ll make, and hopefully, those connections will lead to new opportunities for yourself.


Life insurance sales is a gratifying and lucrative career. You don’t just get paid for selling people products but also for helping them achieve their goals and dreams. If you want to take your career as a life insurance agent to the next level, these tips will help you do so.

Ajeet Sharma, the founder of Financegab and a well-known name in the field of financial blogging. Blogging since 2017, he has the expertise and excellent knowledge about personal finance. Financegab is all about personal finance which aims to create awareness among people about personal finance and help them to make smart, well-informed financial decisions.


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