5 Helpful Tips For Inexperienced Insurance Agents

Published on June 21, 2021

So, you’re new to the world of being an insurance agent. First of all, congratulations! A career in insurance is one that can be both lucrative and fulfilling. After all, you get to spend your day helping people make huge decisions when it comes to preparing for life’s uncertainties.

But as the old saying goes, “You don’t know what you don’t know.” Becoming a seasoned professional takes time and patience, so prepare yourself mentally to learn everything you can about the industry and deal with potential setbacks.

We’ve compiled a list of helpful tips for inexperienced insurance agents looking for a boost in the business.

1. Learn from experienced agents

Who is better to learn from than experienced and competent agents that have “been there, done that?” Ask a successful agent that you admire to be a mentor for you during this early phase of learning and development. Ask questions and take notes. What systems has this agent implemented that have contributed to their success? Is there something specific you like about how they handle their clients? Utilize every piece of advice you can from someone you aspire to be like.

2. Record yourself

First and foremost, make sure your prospects and clients are aware that verbal communication is being recorded for quality and training purposes. Once that is out of the way, record yourself in your meetings with clients and then listen to those recordings. Have a notepad handy and write down improvements you want to make next time around. Communication is always an ongoing process of learning and improving so utilize this method frequently.

3. Listen more than you talk

Inexperienced agents may feel the need to overcompensate for lack of experience by sharing new knowledge that is fresh on their minds. Sure, clients want to be assured that you know your stuff but even more importantly, they want an agent who will listen and understand. So if there’s any helpful tip for agents you need to pay attention to most it’s listening! The more you understand your prospects and clients, the better you’ll be able to sell.

4. Become a master at insurance sales

While of course this tip is much easier said than done, ultimately sales are going to be what make you money. Remember, you are selling solutions to problems rather than features. If a prospective client feels you are understanding their needs, they will be much more enthusiastic to buy from you. Create undeniable value for your clients and it will be much easier to close sales. If you have the opportunity to train with another agent that is an excellent salesperson, take that opportunity!

5. Don’t fear rejection

Perhaps one of the top fears in client-facing professions like insurance is rejection. It’s difficult to let your guard down and accept the fact that people may treat you poorly and reject your offer, even when it makes sense. This is an essential part of becoming an experienced insurance agent. Once you are willing to face rejection, you’ll take your skills to the next level.


As a new insurance agent, you will hit some road bumps as you get better in sales, customer service, and other aspects of the job. It’s crucial to be patient during the process as you learn and grow. Soon enough you will be the agent newbies approach for guidance and support!

With American Senior Benefits, you have immediate access to world-class support and training. Our top priority is for agents to succeed, and we will be with you every step of the way. Contact us today for more information.

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