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4 Tips For Training Inexperienced Insurance Agents

Tahir Ismail Tahir Ismail , 12/20/2018
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One of the initial steps taken by companies when welcoming new employees is to train them. This equips them with a specific set of skills needed to thrive in your organization and succeed in their chosen fields. You can also use this time to teach them about the vision you have for your business and inform them of how they can help you achieve those goals.


Training is especially vital for new and inexperienced insurance agents since they are in the business of protecting people and helping them secure their future. It may sound daunting but enhancing and harnessing the natural talents of your new hires is easy when you follow these tips for training them:


1. Provide Healthy Snacks


First and foremost, give them nutritious snacks that they can munch on as they listen to the trainer and take down notes. Take advantage of office healthy snack delivery to provide nourishing food for your new insurance agents. Healthy snacks boost memory and brain power which can help them retain what they learned.


2. Push Them to Practice


Most newbies find it overwhelming when they have to talk to customers and when they’re being asked to share their thoughts in front of a crowd. However, the ability to communicate confidently and with authority is a must as an insurance agent.


As a trainer, you need to force them to practice being a salesperson so that they become better at it after every session. Practicing is one of the great ways to increase productivity.


Here some tactics that they can practice during training to be able to speak confidently in public:


        Dress Well – Wearing appropriate clothing can empower them to be more assured of themselves. Feeling good about how they look can translate into their actions and how they carry themselves.

        Prepare Thoroughly – Whether they’re talking to one client or multitudes in a conference, they must prepare what they are going to say. This way, they can organize their thoughts and be ready with the answers to any questions thrown at them.

        Take Charge – People can see if they’re nervous just by the way they stand. Body language can strongly influence how others perceive them.

        Speak Clearly – There’s no need to rush. Have them take their time and enunciate their words clearly to get the message across without leaving room for misinterpretation.

        Keep It Short – Often, people want to cram as much information into their speech as possible which makes them anxious about losing their train of thought. Have your agents create a short spiel to a potential client and practice it until they learn by heart.


3. Specify the Steps To Achieve Their Goals

Since agents are mostly in-charge of how much they earn through commission, it’s apparent that they want to take home a lot of money by selling insurance. However, as their trainer, you need to specify the steps that will lead them to that goal.


Examples of effective behaviors that they can do each day for them to succeed:


        Get ten referrals from current clients or those who rejected them

        Meet three or four new customers

        Give out their business cards to twenty people

        Make outbound calls to five potential clients


Meanwhile, here are the things that they can do each week:


        Connect with eight prospects on LinkedIn

        Visit five different local businesses

        Conduct email marketing to fifteen potential customers

 4. Teach Them to Read Prospects


One of the most vital skills that an insurance agent must have is to read potential customers. Teach them to start their meetings with a casual conversation about the client’s life. It also pays if they do their research on prospects by checking their social media profiles and taking note of what their customer’s post about the most.


Afterward, they must identify what products and services would work best for that particular customer. During the training phase, you can conduct a “profiling” segment where you provide basic information on a test client and your trainees must be able to assess the prospect’s top three buying triggers.


With this, you can gauge how much they know about the products and services as well as how well they can empathize with the client.




Training equips your agents with the necessary skills and tools they can use to succeed in the insurance business. Being in sales can be a cutthroat industry. That’s why they need to have your full support as they start their career. Develop within them a solid work ethic to make them exemplary salespeople.