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What skills do you need to be an insurance agent?

By Zippia Team - Dec. 17, 2021

The skills you need to be an insurance agent include the right mixture of product knowledge, sales abilities, and people skills. To be successful as an insurance agent is all about your ability to sell policies. There are specific skills that every successful insurance agent should have.

People skills are the number one characteristic of a successful insurance agent. They must communicate with others easily without using technical terms or insurance jargon that could mislead clients. Agents must have the ability to listen and empathize with clients to understand what they need and want.

An insurance agent also must have excellent salesmanship. Insurance agents are salespeople by nature. With solid people skills, agents need to have strong sales skills to acquire, nurture and maintain their clients. Agents can hone their skills by attending a variety of seminars and participating in professional training programs.

Strong customer service skills are essential for an insurance agent to succeed. Timely responses to inquiries, emails, and phone calls are a must. it is essential to be motivated, excited, upbeat, and engaging with your customers to be a good insurance agent. Showing a passion for what you do will reflect in your relationships with your clients.

What skills do you need to be an insurance agent?

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