Warm Market Advice For New Life Insurance Agents

Warm Market Sales

As a new agent, you should be utilizing your warm market. If you work it correctly, you will see lots of improvement in your business. Not only are you getting to practice your presentation, but you are gaining a referral network and cash flow from the sales. Below I outline my top advice for new agents and helping them overcome hesitations in selling to their warm market. 

Create Your Own Content On Social Media

Start building your own content base, content is King! I post videos not only for agents but also for potential clients. There are so many misconceptions about life policies, critical illness, disability, and long-term care out there. People just don’t know about them, there’s no general rule of thumb for any of these products. Post your own content and start getting people involved and educated. This will let everyone in your warm market know you are the go-to person for life insurance.

Don’t Be Afraid To Sell To Your Friends & Family

If you’re struggling and you need to write business, talk to your friends and your family. I’m sure you have people in your warm market that need life insurance. It’s sad when agents think they should not be selling to those closest to them. 

I talk to agents all the time who tell me that they are worried about what their friends and family will think of them when they pitch. But what if something happens to your brother, cousin, or friend? What if you could have helped and made a huge difference, and you didn’t because you were scared or shy. That would feel so much worse then the fears or worries you may experience when approaching them. Would you be able to live with that? Sometimes you need to have a hard conversation with a brother, a sister, a cousin, or a high school buddy. Just bring it up, they’ll thank you for it in the long run.

Make Sure You Know Your Stuff

Like any pitch, make sure you understand the options and policies you are recommending to your friends and family. I highly recommend getting a coach or mentor if you are just starting out. Take the time to learn, then go talk to your friends and family. They are your biggest support network and you will have empathy when you’re talking to them and really care about them.

If you have any questions message me on Facebook! I share tips, advice, and updates from the field.