7 Traits of Successful Insurance Agents–LarsonEd


1. A Client-First Mentality

Having a commission-only mindset won’t serve you well in the insurance industry. Focusing on making the sale without first considering the needs of the client may work in the short term, sure, but over the years this mentality will cripple your sales.

Listen to what your clients and prospects needs are in order to earn their trust, which can be one of the most difficult parts of sales.

2. Accessibility

Make yourself available to your clients–this helps them rest assured that they’re well taken cared of. And respond to phone calls and emails in a timely manner. A major complaint of those who buy life insurance policies is that there is nobody to answer their questions after they’ve made the purchase.

3. A High EQ

Your emotional intelligence will serve you well in this industry. Your ability to listen and practice empathy with your clients will help you connect with them on a deeper level. A good life insurance agent can their help their client see their financial situation with clarity and tact.

4. High Energy

To their clients and business connections, a good insurance agent will appear happy and excited to work. A negative personality trait doesn’t sell well. Even if you’re not the most excited at any given moment, remember the key word: appears. Sometimes you have to fake it ’til you make it.

Naples insurance school

5. Perseverance

If you want to be successful in the insurance field you’ll have to be prepared to handle rejection on a daily basis for years. Remember: without taking risks, you have no chance of succeeding in this industry.

6. Forthrightness

Using deception or your client’s fear (whether it is their fear for their own future or their financial situation) may work in the short term, but over time you could end up making a bad name for yourself. Your success will come from repeat business. The only way to get word of mouth and repeat business is to gain your clients’ trust.

7. Wide Array of Products and Knowledge

A successful insurance agent will have many products to offer their clients, and they know which of their products will be best for them as well. You also need to understand the legal components of your products in order to convey that information to the client.

If you’re already a LarsonEd student who has taken our real estate licensing courses, you’ll notice something interesting about this list:

These traits of successful insurance agents are the same traits that make a successful real estate agent.

The transition from real estate to insurance may seem arbitrary, but consider this: by offering your current real estate clients an even wider array of products, including health and life, you may be able to better serve their needs and help your business boom.

For more information about our brand new insurance licensing courses, check out our website: https://www.larsoned.com/insurance/

About Larson Educational Services:

Utilizing 30 years of real estate training and professional education experience, Florida real estate school Larson Educational Services is the premier provider of Florida real estate licensing, exam preparation, post-licensing, CAM licensing, mortgage loan originator licensing, and continuing education in Southwest Florida. Classes are available in Fort Myers, Naples, Sarasota, and online.

Brad Larson

Larson Educational Services

13040 Livingston Road #12

Naples, Florida 34105




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