The 2017 Riverside Conference focused on economic developments and policy, which includes why insurance is a “must” nowadays. It also tackled a topic that most people miss out when getting this service – the qualities that they must look for in their insurance agents. Believe it or not, your insurance agent has the same weight as the insurance package. If they’ll take care of you, then your insurance is in good hands as well.
There are a lot of agents who are only there to talk to you to earn a commission. They don’t find time to listen and analyze their client’s needs, and what will be the most helpful setup for them. If this is the kind of agent you have, dump him! It is essential to put the needs of the clients first, even if you avail of a product where they’ll receive a lower commission.
There are a handful of clients who might take time convincing. It may be because they don’t understand the product that much yet, or they don’t have the time to decide because of their busy schedules. One good trait that the right agent should have is persistence. They have to know when to keep going (and get that sale), but they should also know when to give up.
Some insurance packages have an integrated investment feature. Your insurance agent must acquire an entrepreneurial mindset that will enable you to grow your money. He should be capable of making plans, drafting tailored strategies, spotting opportunities, and undertaking risks. This characteristic will be a driving force to your success!
Good Customer Service
Believe it or not, there are a lot of agents who disappear after making the sale. However, it’s part of their job description to serve you still whenever you have issues and concerns regarding your insurance. A right agent is reachable at any time of the day, or someone who calls you back immediately once they’re free.
Just because they’re the ones selling the services doesn’t mean that they know everything about it. There might even be times that you’re more familiar with its ins and outs. Look for someone that’s coachable. If they’re still open to new learnings and knowledge, then you don’t have to worry about them handling your money.