Blueprint Starting Out

Jul 11, 2015

  1. wolfe42
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    wolfe42 Expert

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    I was wondering if some of you could give me an idea of how to start preparing myself to start selling insurance.

    I am taking my Life and Health exam in a couple of weeks, and was just wondering how some of you started your business out and what type of results you came up with.

    I am a independent agent and getting ready to work with a successful agent that has been in the business for about 35 years.

    I know his views on starting out, but I would like some different feedback from some professionals out there as well

    Thank You
     
  2. DHK
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    DHK Sweep the Leg!

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    What specifically are you going to be selling?
     
  3. wolfe42
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    wolfe42 Expert

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    Hi DHK,

    I will be selling Life and Health products, although I am not sure what companies I will be going through or niche market at this point.

    Like I mentioned earlier, I am going to work with a guy that is very respected in the industry, and he is 65 years old.

    I have gotten to know him over the last few years and he said he would help me get started and mentor me.

    However, I like to look on down the road so can be prepared and get a plan of action in place, but he tells me to just get my license and we can go from there.

    So I guess I feel a little in the dark about how to proceed after I get my license.

    Thanks
     
  4. kstein
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    kstein Guru

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    Step one: sign up your partner for a med sup!
     
  5. xrac
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    xrac Guru

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    Buy and read Building a Financial Services Clientele : A Guide to the One Card System by O. Alfred Granum, Delia Alberstein and Barry Alberstein (2001, Hardcover). You can get it in Half.com fir about $5.00 with shipping. This will give you a plan of action.
     
  6. wolfe42
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    wolfe42 Expert

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    Thanks for your input Xrac :biggrin:
     
  7. DHK
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    DHK Sweep the Leg!

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    What you need... is a job description.

    Here's one to get you going:
    1) Work 45-50 hours per week
    2) Get and meet with 5 new prospects per week.
    3) Close 2-3 cases per week
    4) Hold 2 Referral gathering sessions per week.
    5) Prospect 4 hours per day (this includes referral gathering sessions)

    Adjust as necessary for your market and product line.
     
  8. WinoBlues
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    WinoBlues Guru

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    Assuming your buddy is a good trainer and mentor. Not all good producers are.

    My recommendation is - get licensed, get off this and other forums, study, learn and do what he tells you to. Then in 6 months or so, about the time you think you know it all, come back. We will be happy to correct you. :)

    This forum is awesome. I wish it was around when I was a young agent. However, it will have your head spinning. To many different products and opinions on how to sell each one.

    My two cents.

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    Also X and DHK'sadvice advice is solid and should not go against your trainer's.
     
  9. wolfe42
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    wolfe42 Expert

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    Hi DHK,

    Thanks for your input...Do you have any thoughts of getting those clients in the beginning besides just marketing friends and family?


    Thanks

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    Thanks Winoblues...I will keep that in mind
     
  10. Newby
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    Newby Guru

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    Wino gave you the best advice you're ever going to get. Quit trying to outthink the guy that's going to be training you. Just become a sponsor and absorbent do everything he tells you to do. And run with it. If a successful doing it you can re-create exactly what he's doing. Once you're making money and got yourself a system going then come back and you can get your head spun around in circles and see if you can improve on it.
     
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