5 Insurance Sales Tips for New Insurance Agents

Agency Height
3 min readJan 16, 2020

Let’s ride back to the past on a time machine, shall we?

You chose to become an insurance agent. You’ve decided on the insurance products you want to sell and aced the insurance license exam. Everything is going according to plan. You submit your licensing applications and get a background check done. CONGRATS! You’re officially licensed! Now you will be able to pitch and sell insurance policies legally.

Once you start selling insurance, you find out that it isn’t as easy as you thought it would be. BUMMER, right?

Insurance isn’t a product that your customers can see, hold, or touch. Selling insurance can be very difficult if you’re a young and inexperienced agent. It can even be challenging for some agents that have loads of experience. But don’t you worry, we have compiled a list of useful insurance tips that can help you thrive as an insurance agent.

Here are some insurance sales tips for young and inexperienced insurance agents so that they can take their career to the next level.

Dress for success

It might seem a bit harsh, but our perception varies according to how people look. Dressing might seem obvious, but a professional attire conveys success. Clients will see someone who dresses the part of an insurance agent as someone who knows their trade.

Your clients will view you more seriously, and more importantly, you will take yourself more seriously too.

Embrace your role as a salesperson

You’re a salesperson. As sales professional, it’s your job to find the right product suited best to your client’s needs. For this, you need to take on the role of educating your prospect and guide them so that they can make the best decision for themselves. A great way to ace at this would be to attend some sales webinars and read some sales books.

Educate yourself; selling is not a one-and-done deal, and you’re in it for the long term.

Relate to your customers

Customers are more likely to deal and stay with you if you can connect with them. Your prospect might be elderly, looking for a stable source of income. But that doesn’t mean you (as a young incumbent) cannot find something to connect with them. Maybe both of you like the Beatles, or both of you have a love for dogs.

Try finding common ground with your customers so that you can build a strong foundation for the long haul.

Referrals are key

If you provide service that caters to the need of your customers and make them feel valued, they will be happy to refer you to their peers. For established agents, 2 out of 3 new sales can occur from referrals alone.

While you can consider referral programs or even ask existing customers for referrals, it is better to let referrals happen naturally, though.

Make sure communication are error-free

How do yo respond when yo see a error in something thats written?

You either make a meme out of it or stop reading it. Messages to customers that contain errors will come across as unprofessional and ignorant. Thus, you must always proofread every email or text you intend to forward to your clients.

There you go! Take a deep breath and follow these five tips, and you’ll do well as an insurance sales agent. Feel free to ask questions and share your experiences by commenting below.



Agency Height

Agency Height is an insurance blog that offers insurance agents content about the insights and queries of the industry to make their work more efficient.