Insurance Sales Agents

About the Role

Insurance Sales Agents help clients choose insurance policies that best fit their needs by assessing risk and offering tailored coverage options.

Assess clients' insurance needs and risk levels.
Provide quotes and policy information to clients.
Explain policy features, benefits, and terms to clients.
Assist clients in filling out applications and claims forms.
Build and maintain relationships with clients to encourage renewals.
Monitor and review clients' policies regularly to suggest necessary updates or changes.
Stay updated on industry trends, products, and regulations.
Conduct market research to identify potential clients.

Brian d'Arcy – A prominent figure in the insurance sales community known for his innovative sales strategies and approaches to client engagement.
Tony Nitti – An influential insurance educator who has written extensively on insurance sales techniques and practices.

The Insurance Sales Playbook
A comprehensive guide for insurance agents that covers effective sales techniques, client management strategies, and industry insights.
Insurance News
A leading source for news and insights on the insurance industry, providing updates on trends and regulatory changes.
The Risky Business Podcast
A podcast that covers various aspects of the insurance business, featuring interviews with industry leaders and discussions on best practices.
National Association of Insurance Agents (NAIA)
An organization providing resources, training, and networking opportunities for insurance agents to enhance their professional skills.