Importance of Soft Skills for Insurance Sales Agent

Agency Height
3 min readApr 6, 2020


Let’s say your dream of becoming an insurance sales agent comes true. You are all set to go out and sell your product in the hypercompetitive market. You have a product that provides value to your customers and a target that seems easily achievable. Nothing can stop you now!

Unfortunately, you aren’t able to even come close to the benchmark sales that you had put forward. Perhaps, it’s the product that isn’t clicking with the customers. Maybe the target you set in the beginning was unrealistic. After analyzing the feedback from your potential customers, you find that the reason behind your low conversions is not the product or the target you set. It’s the lack of soft skills you have as a seller.

Why soft skills?

Needing technical knowledge about insurance is a given. But in an environment where the competition is fierce, it is inevitable that agents with soft skills have the upper hand.

There are no two ways to it. Having a set of soft skills is a one-way street to an agent’s success. Selling your product gets so much easier if you possess confidence, patience, and have the dedication to do it. The winning formula though, is to have the right balance of soft and hard skills.

Successful agents have a few soft skills in common. Some of them are:

  • Communication skills
  • Interpersonal skills
  • Time management skills
  • Problem-solving skills
  • Adaptability and flexibility
  • Patience and persistence

Quick Fact: More than 80% of job success is because of well-developed communication skills.

Soft skills are the reason behind an agent’s success.

Apart from the ones listed above, agents need skills in listening, reading, and speaking. A bonus of having both negotiation and persuasion skills would be icing on the cake.

Why is having soft skills essential for agents?

Having highly developed soft skills can help agents attract new clients. Plus, you, as agents, can benefit from getting referrals from existing customers as well. Your ability to communicate and listen can do just that. When you can manage time, you can do more for less , which increases your productivity. Your ability to solve problems can build excellent customer service, which, in turn,

rewards you with stronger customer relationships. Adaptability and patience award you with success when selling insurance.

Having well-developed soft skills can be rewarding for agents. But when agents lack soft skills, it can bring negative results when selling insurance.

Summing it all up

There are many advantages to being an insurance agent. As an agent, you can have flexible working hours and autonomy. But being an agent is not an easy task. Not everyone is cut out to be an agent. You need to have certain skills and qualities, soft skills being the most important .

Soft skills can be an excellent advantage for insurance agents. With these skills, you’ll be able to sell insurance to clients with ease, and your dream of being a successful insurance sales agent will come true. All your hard work will pay off, and you’ll be motivated and ready to own the market.

Do you agree with what we have said? Let us know in the comments 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.