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Want to be a More Effective Life Insurance Producer? Here's How

It’s funny how you can look around a room of life insurance producers and identify the ones who are wildly successful, and those who struggle.

Well, most of the time!

So what sets apart the successful producers from the rest?

These people have it figured out.


They’ve got their ducks in a row, a system in place, patterns that lead to sale after sale.

If you’re wondering how the other half lives, you’ve got to take an up-close-and-personal look at what makes successful life insurance producers tick to gain insight.

How to be a more effective life insurance producer

Here are the characteristics and traits that you should develop to become a successful life insurance producers.

1. Be hungry for more

If you’re not satisfied with the status quo or willing to accept just-enough, then you’ve got the hunger to go after more.

And this attitude goes both ways. In bad times, you can’t give up. You’ve got to find that drive to keep going, pound the pavement, and find that next life insurance case.

When times are good, you’ve also got to keep going. Don’t be satisfied with your success. There is more around the corner. So keep pushing.

To learn the secrets to securing your first big policy in 5 simple steps, click here.

2. Be available

If you’re not around, you won’t make sales.

You have to be available when prospects are ready to talk or buy – and that generally means you have to be around before and after office hours, too.

But that doesn’t mean you have to be tied down to the office. Perhaps you can enable text messaging for clients or hire someone to man the phones and pass on critical messages.

You might need to get a Facebook business page or Snapchat account and communicate with clients that way.

Maybe it means always ensuring a real person answers the phones, instead of a phone system or voicemail.

Try a few different strategies to see what works for you, because to become a more effective life insurance producer, you need to be around  –  or at least appear to be.

3. Be valuable

This component can be summed up in a nutshell: Prospects can smell a struggling life insurance producer a mile away, and shrink into the background, hoping you won’t slam them with a sales pitch.

On the other hand, an effective producer cares, listens to prospects, and knows when to close.

They also don’t focus just on price. And they have strong convictions about the importance of life insurance and why their clients have to purchase the right amount.

This is how you offer value, building a solid reputation around town as the go-to life insurance producer who delivers the best customer experience around, provides high-quality education and long-term value on the back end of the sale.

Prospects can smell a sales pitch coming from a mile away. They can also sniff out an authentic, genuine encounter. So be the latter.

4. Be resilient

Successful life insurance producers aren’t successful out of the gate.

They try new things, take chances, and get back up again.

This is the only way to move forward, actually. If you’re so focused on failing, you’ll never take the steps necessary to get ahead.

If you want to become an effective life insurance producer, you must embrace failure.

Be willing to learn from it. And then shift your strategy a little and try again. Take calculated chances!

Join the ranks of successful life insurance producers

Make it a goal to improve, every day, at your job.

Becoming a successful life insurance producer can happen. Probably not overnight.

But at some point, as you let your hunger guide you, make yourself available, provide value and stop fearing failure, you’ll join that crowd you’ve been eyeing.

Then, that group of successful life insurance producers won’t be a mystery anymore; you’ll just be one of them!

How to be a successful life insurance producer

    To be a successful life insurance producer:
  1. Be hungry for more.
  2. Be available.
  3. Be valuable.
  4. Be resilient.

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