Carve Your Way into a Lucrative Insurance Career

Contemplating a transition into the insurance realm or actively job-hunting in this sector? This guide from Slater All Lines Insurance School offers comprehensive, actionable insights that will propel your venture into the world of insurance. From exploring the alluring benefits to a step-by-step approach on becoming an independent agent, this resource covers all the essential facets you need to know.

The Lure of Insurance as a Profession

A career in insurance promises financial stability through competitive salaries and performance incentives, making it a lucrative choice for many. The industry also serves as a hub for personal development, offering various paths for skill enhancement and career advancement. Additionally, its resilience to economic fluctuations and the possibility for work-life balance add to its attractiveness as a career option.

The Edge of an LLC for Independent Agents

For those eyeing a career as an independent insurance agent, forming a Limited Liability Company (LLC) can offer a distinct competitive edge. An LLC not only provides protection for personal assets from business liabilities but also offers advantageous tax treatment of profits and losses. Additionally, LLCs generally involve less administrative complexity, making them easier and more cost-effective to operate, although state-specific regulations should be observed. If you aren’t sure how to get started, you can launch your own LLC through an affordable formation service that can make sure your paperwork is filed quickly and accurately.

Raising Your Profile

If you’re planning to embark on a career as an independent agent, developing a strong personal brand is crucial. In the digital age, a significant part of your branding will involve establishing a visible and influential online presence. Learning content marketing techniques, such as Search Engine Optimization (SEO) and keywording, is essential. These skills will help you create content that resonates with your target audience and improves your visibility in search engine results. 

Fortunately, there are numerous free online resources where you can learn these techniques. Websites, webinars, and online courses offer insights into how to effectively use SEO strategies and keywords to elevate your online profile. By mastering these skills, you can attract more clients, establish yourself as a knowledgeable professional in the insurance field, and differentiate yourself in a competitive market. Effective personal branding, backed by savvy content marketing, is a powerful tool for any independent insurance agent looking to grow their business.

Transitioning from Healthcare

The insurance industry has seen a growing trend of professionals transitioning from the healthcare sector, particularly nursing, to various roles within insurance. This shift is driven by the unique insights and skills that healthcare professionals bring to the table, especially in understanding complex medical issues and patient care. Nurses with higher credentials, such as a master’s degree in nursing, often find enhanced opportunities and increased earning potential in the insurance industry, particularly as consultants. They can provide valuable expertise in areas like health policy analysis, claims management, and client advice. 

Earning a nursing master’s degree from an accredited online university can be a smart move for those looking to make this transition. Online courses offer the flexibility to study at your own pace and convenience, which is particularly beneficial for working professionals. These courses not only equip nurses with advanced knowledge but also help them find out how to use this for better decision-making in insurance roles. This advanced education can be pivotal in navigating the complexities of the insurance industry and leveraging their healthcare background for a successful career change.

The Art of Employer Evaluation

Identifying a potential employer that aligns with your career aspirations requires a measured approach. Company research isn’t just about looking at financial stability but also includes understanding the organizational culture and opportunities for upward mobility. Utilizing platforms that offer employee reviews can give you an unfiltered view of the internal environment. Concurrently, pay attention to news about mergers, acquisitions, or expansions, as these may indicate a company’s trajectory and, subsequently, your growth prospects within the firm.

Your Resume: The Gateway to Opportunities

Creating a compelling resume is crucial for catching the eye of recruiters in the insurance sector. If you’re looking for some tips you can follow with ease, the internet is replete with options to take advantage of customizable templates that allow you to showcase your unique professional persona. By carefully choosing fonts, colors, and adding skills relevant to the insurance industry, you can enhance your resume’s impact and stand out from the multitude of applicants.

Accumulating Industry-Specific Experience

Gaining real-world experience is crucial for succeeding in the insurance industry. Internships offer a stepping stone, providing a hands-on introduction to the sector’s workings. Even roles that are peripheral to insurance – such as customer service positions in related sectors – can add valuable insights. Moreover, many firms offer training programs for entry-level positions, providing a direct pathway to learn the ropes and secure a more permanent spot.

Acquiring Skills That Matter

While insurance might appear as purely numbers-driven, a plethora of skills contribute to career success. Effective communication is vital, as explaining complex policies in understandable terms is part of the daily grind. Analytical skills are another must-have; understanding and interpreting data is crucial for risk assessment. Problem-solving aptitude is indispensable for claims adjustment, while a keen sense of ethics ensures transparency and trustworthiness.

Qualifications: Beyond the Basics

Though a bachelor’s degree is often adequate for entry-level positions, further education and certifications can substantially elevate your career. Licensing is generally obligatory and can range from life and health insurance to property and casualty. Additionally, several organizations offer specialized certifications that can significantly broaden your professional repertoire and marketability.

The Importance of Industry Networking

Building a robust network is pivotal for career growth. Whether it’s attending industry-specific events, participating in online forums, or leveraging professional social media platforms, effective networking can open doors to new opportunities. It’s not just about collecting business cards; it’s about cultivating relationships that can provide mentorship, partnerships, or even prospective clients.

Leaping into the insurance sector opens doors to an array of benefits and opportunities for advancement. From establishing an LLC to updating your resume, the steps and strategies highlighted in this guide pave the way for a fulfilling and prosperous career in this resilient and multifaceted industry. The path to a rewarding future in insurance is clear; all that’s left is for you to walk it!

Let the professionals at Slater All Lines Insurance School teach you what you need to know to pass the Washington State insurance exams. We offer instruction in all major lines of insurance, either self-study at your own pace or live lecture; both in person and audit via Zoom.

Right Here, Right Now: Securing the Best Location for Your Insurance Venture

As you embark on the exciting journey of establishing your insurance business, selecting the right location is pivotal to your success. Your choice goes beyond mere geography; it’s about positioning yourself in a competitive market, ensuring accessibility, and aligning with your brand’s ethos. Slater All Lines Insurance School explores the crucial considerations for choosing a spot that addresses logistical needs and propels your business toward long-term prosperity.

The Intersection of Visibility and Brand Identity

Imagine an office space that not only catches the eye of passersby but also resonates with your brand’s values. This is where the magic of brand alignment and visibility intertwines. A strategically chosen location enhances your professional image, making your business a landmark in the community. It’s less about being seen and more about being remembered and associated with reliability and professionalism.

Seamless Access: A Gateway to Customer Influx

Consider how clients and your team can reach you. A spot near bustling streets or transit hubs isn’t just a convenience; it’s a funnel for potential clients. Accessibility is a magnet for customer volume, transforming geographical advantage into business growth. Think of your location as a silent ambassador, welcoming clients and talent alike.

The Talent Oasis: Tapping Into Local Workforce Pools

Your insurance business’s success hinges significantly on your team’s strength and quality. When assessing potential locations, investigate the local job market to discover a pool of skilled professionals.

A location abundant with qualified candidates becomes a strategic asset in assembling a team that’s competent and passionate about your vision. This process is more than just staffing; it’s about cultivating a workforce that embodies your business’s ethos and driving spirit.

Navigating the Legal Landscape: Compliance and Zoning

Before committing to any location for your insurance business, it’s crucial to understand the local zoning laws and business regulations thoroughly. Familiarizing yourself with these legal aspects is more than a procedural step; it acts as a protective measure against possible future complications. Ensure that your chosen spot provides a legally compliant environment where your business can grow and thrive without any regulatory hindrances. This proactive approach is fundamental in laying a trouble-free path for your business’s future.

The Homefront: A Nest for Your Business

In this digital age, your home can serve as more than just a living space; it can transform into the command center of your insurance business. As you explore rental options, prioritize finding a space that balances comfort with professional functionality.

Utilize online resources like virtual tours and comprehensive listings to streamline your search for the ideal home office. This innovative approach significantly reduces overhead expenses and infuses a unique, personal charm into your business operations.

Crafting a Blueprint: The Role of a Solid Business Plan

Your location decision is a crucial component of a broader strategic framework, encapsulated in your business plan. This detailed document should outline your service offerings, marketing tactics, organizational hierarchy, funding requirements, and financial projections. By integrating your location decision within this comprehensive plan, you establish a strong, coherent foundation that guides every step of your entrepreneurial journey in the insurance industry.

Customer Centricity: Location Through Their Eyes

Gaining a deep understanding of your target market’s preferences is pivotal in choosing the right location for your insurance business. Aim to select a spot that resonates with the lifestyle and needs of your client base, prioritizing ease of access and convenience.

This strategic alignment enhances the customer experience and fosters stronger loyalty and satisfaction. Ultimately, a location attuned to your clients’ preferences solidifies your business’s position in the competitive insurance market.

Balancing the Scales: Cost versus Opportunity

When selecting a location for your insurance business, it’s critical to meticulously weigh the financial investment against the potential revenue it could generate. To make informed financial decisions, engage in a comprehensive budgetary analysis and compare your investment to the anticipated returns. This thoughtful balance is not merely a matter of fiscal responsibility; it represents a strategic step toward achieving long-term, sustainable growth in the competitive winsurance world.

Wrapping Up

Selecting the right location for your insurance business is a multifaceted decision that extends beyond geographical considerations. It involves aligning with your brand, ensuring accessibility, tapping into the right workforce, complying with legalities, potentially operating from home, crafting a comprehensive business plan, understanding your customer base, and balancing costs with revenue opportunities.

Each factor plays a critical role in setting the stage for your business’s success. Remember that the right location is not just a place; it’s the starting point of your business’s story. Choose wisely, and watch your insurance venture thrive.

Image via Freepik


Navigating Success: Your Guide to a Flourishing Career in Insurance

The insurance sector offers a wide array of career paths, each accompanied by compelling advantages like job stability, competitive compensation, and the opportunity for growth. This guide aims to ease your entry into the field, providing essential steps and strategies for launching a successful insurance career. Whether you are a fresh graduate or a seasoned professional thinking about a career change, this comprehensive guide is for you.

The Allure of Working in Insurance

What makes the insurance sector so appealing? For starters, the industry tends to be recession-resistant, providing a level of job security that is hard to find elsewhere. The range of roles available is incredibly diverse, offering options from customer-facing jobs like sales to data-focused roles such as actuarial science. The compensation packages are often attractive, incorporating not just a solid salary but also a range of benefits including health coverage, retirement plans, and performance-based incentives. Working in insurance also equips you with transferable skills like risk assessment and customer relations, making you valuable across a variety of sectors.

Assembling a Noteworthy Resume

The first impression many employers will have of you is through your resume, making it crucial to get it right. In the digital era, there is no need to start from scratch or have specialized design skills to create a professional-looking resume. The beauty of free online templates lies in their ease of use; you can choose from a library of professionally designed layouts, then add your own text, photos, and colors. If you’re new to the industry or not quite sure how to best represent your skills, try a resume creator online to guide you through the process. This ensures that your resume includes all the vital elements such as quantifiable achievements and relevant skills.

Exploring Diverse Career Options

The insurance industry is not a monolith; it’s a conglomerate of various specialized roles that cater to different skills and interests. You might find yourself interested in claims handling, where you’ll interact directly with policyholders and help them during pivotal moments in their lives. Alternatively, underwriting could be a suitable avenue if you have strong analytical skills and enjoy assessing risks. Sales roles are available for those who excel in interpersonal communication and are goal-oriented.

Starting as an Independent Insurance Agent

Choosing to become an independent insurance agent opens up a world of possibilities, granting you the autonomy to dictate the trajectory of your own career. Forming an LLC is a favored option, providing several inherent benefits including limited liability, tax advantages, and generally less paperwork compared to other structures like corporations. Each state has its own set of regulations and requirements for establishing an LLC, so it’s important to consult local laws before proceeding. Formation services are available that can guide you through each step, making the entire experience less burdensome and eliminating the need for expensive legal consultations.

Vetting Your Prospective Employers

Research is an essential component of any job search. Going beyond the superficial aspects of a company, look into their financial health, employee satisfaction, and overall reputation in the industry. Employee reviews and news articles can provide a wealth of information about company culture, growth opportunities, and more. This insight will not only guide you in selecting the right workplace but will also equip you with useful knowledge for interviews.

Gain Real-World Experience

While academic qualifications are important, companies highly value interns or entry-level employees who are willing to learn on the job. Hands-on experience allows you to apply theoretical knowledge in a real-world context, accelerating your career growth and making you a more attractive candidate for future roles. Practical experience can be the deciding factor in landing that coveted position or climbing up the career ladder.

Acquire Necessary Credentials

The insurance sector often requires specific qualifications and certifications. Whether it’s getting an insurance license or gaining risk management qualifications, ensure you meet the prerequisites for your desired role. Moreover, ongoing professional development is usually essential in this industry. Many employers provide training programs and even cover certification costs as a part of their benefits package, making it easier for you to stay updated and competitive in the field. Get ahead in your insurance career with Slater All Lines Insurance School. Explore our range of pre-licensing education, certification courses, and continuing education offerings.

Build Valuable Relationships

Networking is often the missing piece in many career strategies. Attend industry events, join insurance associations, and maintain an active LinkedIn profile to build your professional network. Contacts made through networking can lead to job referrals, provide career advice, or even become long-term mentors. The strength of your network can significantly influence your career trajectory and job satisfaction over time.

This guide provides you with actionable steps for a smooth entry into the insurance sector. Armed with this knowledge, you are well-equipped to make informed decisions that will set the stage for a successful and fulfilling career. The strategies offered here are your blueprint for success in this resilient and diverse field.

Getting Started in Insurance After a Career Setback

Starting a new career after a setback–such as a layoff or furlough–can be a frustrating process, but there are several profitable options available these days that will allow you to earn on your own terms. One popular path is in insurance, and you can get started no matter what your educational background is. The key is to do some research and come up with a solid plan for your trajectory, including learning how to make the most of your existing skills and signing up for courses at Slater All Lines Insurance School that can help you move ahead with your own business. Read on for tips on how to get started in the insurance industry.

Do some research

The first step in starting a career in insurance is to research the various areas you could go into. These include investigating, claim adjusting, underwriting, or working with an agency to help individuals and families, among others. Once you have a good idea of what each of these jobs entails, you’ll be able to pinpoint the area you’re most interested in and look for courses to become certified. Some jobs in the insurance field require travel while others offer more flexible hours, so it’s important to make sure you understand what your responsibilities will be. It might be helpful to look at insurance companies online and get an idea of what they’re looking for and how they operate.

Get educated

Once you have an idea of the field you’re interested in, it’s time to plan for your education. Slater All Lines Insurance School offers online self-study courses so you can work at your own pace and prepare for the state exam, complete with downloadable textbooks and quizzes that will help you learn all about your preferred area of interest. Keep in mind that in Washington state, you’re required to renew your insurance license by taking some refresher courses after a certain amount of time has passed.

While certification courses are essential, it’s also important to take stock of the skills you already possess that will translate well in this field. Customer service, math, and analytical skills, and problem-solving abilities are all extremely helpful in the insurance business.

Boost your resume and prep for the interview

Once you have the certifications you need, it’s crucial to take a look at your resume and give it a little boost. Tailor it to the job you want and make sure it’s well-written and formatted; take some time with your cover letter as well. Utilize keywords that will make your resume stand out and highlight any accomplishments from school that will make an impact on a potential employer.

It’s also a good idea to practice for the interview by researching the companies you’re interested in. Ask a friend or family member to help out by holding a mock interview so you can get comfortable with asking and answering questions. The more at ease you are, the smoother the process will be. Once you’re prepared, think about the details; what time will you need to leave your house in order to arrive on time? If the interview will be conducted over the phone, think about writing down key points to avoid stumbling over your words.

Consider becoming an entrepreneur

Once you have some experience working for an established company, consider becoming an entrepreneur and starting your own agency. Working for yourself can be a bit scary at first, but it can provide a lot of freedom as well as financial opportunities. Of course, starting a business comes with a lot to think about, including how you’ll protect yourself. Forming a limited liability company is a great way to ensure that your assets are taken care of, and it comes with several benefits as well. LLC’s offer advantages like pass-through taxation and the flexibility to run your company the way you want, meaning you’ll have opportunities for as much growth as you can take on. Click here to find out more about starting an LLC, including the steps required for your specific state and the fees involved.

Starting a new career after a setback can be frustrating, exhilarating, stressful, or a combination of all three, but with some careful planning you can turn a scary change into a successful new path. You can also do some research and make connections on social media sites like LinkedIn to meet like-minded people in your field of interest.

Interested in learning more about the programs offered at Slater All Lines Insurance School? Get in touch today for information on how to get started with a course.

5 Reasons to Consider a Career in the Insurance Industry

What do you think of when you think of a career in insurance? A dull desk job? Constant sorting through filing cabinets full of paper? Dooming yourself to endless, boring days in a call center?

Sure, insurance may not be the most exciting industry out there, but there are plenty of reasons why a job in insurance won’t necessarily be the dreary existence we’ve outlined above. In fact, a career in insurance can be rewarding, fulfilling, and yes, even enjoyable.

We can’t promise you’ll avoid filing cabinets entirely, but we can tell you that there is plenty to look forward to when considering a career in insurance. Check out our top five reasons why you should consider a career in the insurance industry.


Working in the insurance industry offers you many options, from working in a corporate office as part of an in-house team, to running your own agency as an independent business owner. Especially if you choose the second route, you’ll enjoy the ability to set your own schedule and work practices—something that is very rare in the professional world. Having this flexibility improves quality of life and job satisfaction (and who doesn’t want more of that?).


“Insurance” is a very broad term. It takes all types to make the insurance industry work. Writing, marketing, customer service, sales, finance—these are all topics that are tightly intertwined with insurance. Getting a job in insurance could ultimately lead you down any of these specialized paths, allowing you to tailor your career to your specific desires and talents.

There is also a need for specialization within the insurance industry, specifically to untapped markets. Certain demographics are not being targeted by insurance companies, meaning that there is high potential for reaching these markets effectively. This means that even as a newcomer to the insurance world, there is the potential to grow your business very quickly.


People may complain about insurance, but that doesn’t mean they don’t need it. Legal requirements—and humanity’s constant pursuit of security—ensure that there will always be a need for insurance. The industry is stable, and it doesn’t look like that will be changing any time soon.

Additionally, with a large amount of the industry workforce set to retire soon, there may in fact be a shortage of insurance workers with real experience and knowledge of the industry. The sooner you get in, the sooner you’ll become a trusted name in the industry.

Real-world experience.

The experience you gain in the insurance industry can benefit you in many ways. Not only can you benefit friends, neighbors, and businesses with the knowledge you gain, but you can also benefit yourself and your family. Experience in this industry could give you a leg up in the future, whether you’re trying to decide how to insure your home, shopping out your life insurance policy, or considering starting a business. Knowing the ins and outs of insurance will benefit you for years to come.
As mentioned before, a career in insurance can also give you a glimpse into other industries, which could help you immensely should you ever want to pursue a different path.

Rewarding work with a purpose.

The truth is, the insurance industry gives you an opportunity to truly help people. Many people know they need insurance, but are, quite frankly, confused by it. By providing them with the knowledge and expertise you gain in the industry, you’ll bring your customers peace of mind and a sense of security.

Moreover, working in insurance will allow you to work with people. You’ll see their problems, worries, triumphs, and opportunities. You’ll be the person they turn to when they have questions or concerns. You’ll have the chance to make their lives easier, better, and less complicated. It really is rewarding work, and it can allow you to make a difference in ways you’ve never thought of before.

Whether or not it has always been at the top of your “dream career” list, the fact is that the insurance industry offers its workers the incredible opportunity to work at a job that is secure, useful, fulfilling, and enjoyable. Take these benefits into account when making the choice about your career in insurance, and get ready to be surprised at where your career in insurance takes you.

5 Sales Skills Needed to Sell Insurance

It doesn’t take much to make it in sales, but it does take the right attitude and the right set of skills. Put these 5 skills into practice and you’ll have a leg up on the competition, no matter how tough the market may be.

What is Property Insurance?

There are essentially 3 types of property insurance. There’s replacement cost coverage. That ensures that no matter how much property values have changed, your insurance will pay to replace any lost or damaged property. Then, there’s actual cash value coverage.

The Top 5 Cities in Washington State for Insurance Agent Salaries

Recently, we looked at the average annual salaries of Washington’s insurance agents. The top five salaries, not surprisingly, are all located in the Seattle-Puget Sound region. All are above the average national annual salary for insurance agents. Here are the best cities to live in, in terms of insurance agent salaries, in the great state of Washington.

Is a Career In Insurance Right For You?

Many people, especially young people, are looking for something REAL these days. Not some temporary job with no future, or a part-time employer who thinks he’s better than God, but something real, tangible, worthwhile-doing, and long-lasting.

One occupation many are looking into is the insurance industry. It is, after all, nearly recession-proof. It can be very rewarding, as you help people overcome real problems, solve real issues, and prepare for a responsible future. And it isn’t a passing fancy or part-time plaything, but a real career, with opportunities for advancement, even entrepreneurship, in the years to come. So, if you are one of those hopefuls, how do you know that a career in the insurance industry is right for you? Let’s ask some qualifying questions, and see how you do.

1. Can you manage your time and resources well?

Many insurance agents find themselves working out of the office a great deal. They have to schedule appointments when the prospects are available, not necessarily when it is most convenient for them. So, the best agents are very good, or can get very good, at managing their time and resources to their best advantage. If you are highly motivated and self-disciplined, and already have some time management skills in place, you can beat the crowd and have a leg up on those who don’t.

2. Are you a people person, or a wallflower?

We’re not saying an introvert can’t become a success in the insurance industry. What we are saying is that those who can network well, communicate well with others, and who can reach out to people they don’t know with skill and savvy, CAN become a success without having to overcome people-skill problems. If you’ve got mad personal skills, your road to insurance agent success can be a lot shorter.

3. Do you enjoy some work-related travel?

Insurance agents often meet prospects and clients out of the office, in the clients’ homes or offices. If spending the day or the evening driving around town, or out and about the countryside, appeals to you, then you’d have an easier time accepting the travel demands of an insurance career.

4. Can you handle, or overcome, rejection?

Let’s face it. Insurance is all about sales. You have to sell the policies, the products, the financial services. And most people, at least the first time they are approached, say “No”. Some figures put the total rejection rate for insurance agents’ sales at 80% (some go even higher.) So, a good agent either has to have a way to overcome all that rejection and close the sale even when the prospect is more inclined to say “no”, or they have to have a back-up plan in place to get SOME sale out of each and every client.

Knowing your products and services, and matching them to your prospects and existing clients is the best way to overcome total rejection. “If Plan A doesn’t work for you, have you looked at Plan B?” Also, a good insurance agent knows that rejection is just part of the business, and learns NOT to take it personally. If you think you have the mental and emotional strength to overcome repeated rejections, then you’re well on your way to preparing for a career in insurance.

5. Do you see yourself in the role of “boss” and “business owner” in the future?

If you have dreams of someday owning your own business, and having your own employees working for you, then insurance could be the perfect career choice. After a few years as an agent, you can take the initiative and branch out on your own, creating your own office. Those who are happily content to work for someone else all their lives can also make great insurance agents, but they may lack a bit of the motivation that the career demands. So, for the go-getter entrepreneur-to-be, insurance can be the answer to your dreams.

A career in insurance can be demanding, but it can also be rewarding. Knowing whether or not you have what it takes going in can help you decide if the insurance industry is right for you. We hope that our quick question and answer session has helped you to make that very crucial decision. Good luck!

Closing the Deal – Making Them Want to Say “Yes”

One of the most terrifying moments for each and every salesperson is the “closing of the deal”. You’ve just delivered the most awesome presentation of your products or services. You’ve just laid it all out there on the line. And now, you have to face the possibility of rejection. The possibility that all your hard work, your blood-sweat-and-tears preparation, and possibly this month’s ability to pay the utility bills, could all be an exercise in futility.

Part of your fear is that rejection, especially in insurance sales, is a reality. Anywhere from 80 to 90% of your clients may say “No”. But there are ways to dispel the fear involved in closing the sale AND defeat their powers of rejection. It all comes down to changing your approach to “making sales”.

Change Your Mind

stop trying to make money sales

The biggest thing you can do to help make more sales is to STOP thinking like a salesperson.

The biggest thing you can do to help make more sales is to STOP thinking like a salesperson. Make the subtle shift from salesman to marketer. Marketers are focused on their customers. They use proven marketing techniques, understand the psychology behind why people buy, and follow certain “rules” of marketing accordingly.

Salesmen, on the other hand, are only out to make a buck. They don’t care too much about whether or not the prospect is someone who might actually buy what they have to offer. They figure if they make enough sales pitches, eventually someone will bite, and then they can reel them in, hook, line, and sinker. Stop trying to make money. Start trying to make clients. Remember that there are REAL people holding those wallets. Think of them, and not yourself or your profits, and you’ll be well on your way to sales success.

Sell the Benefits, NOT the Features

insurance benefits-sales

You’ve got a great product. You offer some phenomenal customer service. You treat your clients better than you treat most of your family. But you still aren’t making sales. They never get to the point of finding out just how great you actually are at being their agent. Why? Because you are focused on the products and services you have to offer, instead of on the people you are addressing.

Make them feel the peace of mind they’ll get from knowing they’ll leave their family financially secure in the event of their death. Give them an image of a well-cared-for-family in the event of a fire, flood or accident. Help them to see a stress-free future, all because of your offerings. Marketers know that prospects are more willing to buy when they can visualize themselves already in possession of the product.

If all you are focused on is how great your “stuff” is, you’ll miss the sale more than you’ll succeed. If you can make them either feel great for having your “stuff” OR make them feel as though they are sorely missing out without your “stuff”, you’ll be more likely to close those deals. Show them what’s in it for them, and they’ll be more apt to be in your stable of clients.

Create Relationships, NOT Customers


Remember when we changed our point of view from seeing sales to seeing clients? To seeing the human behind the cash? Now that you’ve established a human connection, nurture it. Treat your prospects with the courtesy, respect, and honor they deserve. They will, after all, keep all those bills paid. Offer them personalized service. Address them as THEY prefer, not as your organization or upbringing would have you do. Make them feel as though they are special to you. They aren’t just another tally in your sales column for the month.

Great marketers know that success comes from building relationships with your clients. Don’t scrimp on the relationship once the deal has been made, either. Continue to offer great value and service. It’ll go a long way toward gaining new clients via word of mouth and professional referrals, too. They’ll let everyone know just how good you are at your job, and you’ll soon find yourself closing even more sales for your troubles.

Making sales isn’t easy, but it doesn’t have to be the “impossible dream” many failed sales people make it out to be. Change your mind, change your habits, and change your life through better relationships. Your sales will change, as well.