Without a flow of qualified leads, a life insurance salesman will not be successful regardless of how long he has been in the business. A close second is how he presents his products, and how confident his clientele is in his advice. To be your company's next member of the million-dollar round table, here are some ideas on hone your skills and to generate leads.
Instructions
1. Take full advantage of your company's educational opportunities. Many life insurance people will take their company's courses to get their licenses, but many do not take advantage of the many other educational opportunities offered by their companies.. Today, many of those courses are offered online so you can take them at a convenient time and not have to travel to home office. Since you company realizes that a person with more training will be a more successful salesman, many of the courses are free.
2. Increase your credibility with clients by obtaining an advanced designation such as chartered life underwriter (CLU) or chartered financial planner (CFP). Besides, after taking those courses, you will have greater confidence in your ability to meet your goals.
3. Attract interest in you and your services by creating a professional-looking website that reflects you personality. Use a company that specializes in search engine optimization (SEO) so that your website will draw more attention from interested buyers who use search engines. Furthermore, make your advertising more effective by using Google's AdWords and AdSense programs. Finally, consider offering visitors to your website something of value to entice them to meet with you.
4. Add to your life insurance leads by buying from a lead-generating company that specializes in your products. The will cost from $1 to $50, depending on their quality. An example of such a company is iLeads (see Resources below).
5. Refer to your local daily newspaper for corporate promotions and appointments. Then send those individuals information about you and your services. Also, prepare periodic mailings to your prospect list, soliciting their time to meet with you. You can either do the mailing yourself you you can have a letter shop do the work for you, including preparing a report of results.
6. Do cold calling, especially if you are new to the life insurance business. Not only is it a way for you to increase your leads, it is a proven way to learn your insurance products as well as give you confidence.
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