- 1). Avail yourself of your company's vast educational opportunities, especially if you are new to the business. Unfortunately, very few of your peers take advantage of those opportunities except to take the necessary courses to obtain their licenses. Unlike in the past, many of the courses offered by insurance companies can be found online so you can take the courses without having to go to the home office. What's more, many of those courses are free to the company's salespeople, because those companies realize how beneficial they are to a salesperson's success.
- 2). Create a website that not only is professional looking but also attracts interest in the services that you provide. Remember that is is a tool to generate leads so you should offer visitors some reason why they should meet with you to discuss your products. Sharpen your website's focus by having a company that specializes in search engine optimization (SEO) to attract users of search engines to your website.
- 3). Get an advanced designation for the type of insurance you are selling, which will increase your credibility with your clientele. For example, if you sell life insurance, you can study for the Chartered Life Underwriter (CLU) or the Chartered Financial Planner (CFP) designations. If you are selling health insurance, you can get an RHU designation, an acronym for Registered Health Underwriter.
- 4). Make cold calls, especially if you have been in the insurance business for only a short time. It is a good way for you to learn the nuances of your products as well as build your lead base, not to mention the confidence you will gain if you are successful.
- 5). Purchase leads to pursue from lead-generating companies that specialize in your product line. This has been proven successful by others who market different types of insurance, but you can expect to pay up to $50 per lead for those that show the greatest promise.
- 6). Check your daily newspaper often for mentions of corporate appointments and promotions. Contact those people and offer your services, and include them in periodic mailings that you make to your prospect list.
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