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What are the qualities needed to be a good insurance agent?

Insurance is a big business and I would have to say that one of the most difficult things about starting as an insurance agent is trying to find an agency that is a good fit for you. If you are looking for something similar to what you do at home, school, or doctor’s office, this may not be the field for you. If you are interested in working a “fun” job with high-paying work, maybe this field isn’t for you either.

I don’t know if I can say exactly how many people want to work in this field but I can say that there are a lot of people who want to work as insurance agents. This field is so diverse and so flexible that it doesn’t matter how good your knowledge and experience are if you don’t have the right skill set.

Insurance agents should do a lot more than just sell insurance. They must also be good at their jobs, at providing value to their clients (and to themselves), and at being humble. They need to be good listeners, to know and understand what their clients want, how they want it, and when they can afford it, and how they can get it. They need to be able to support others in the workplace, both personally and professionally. They need to be able to show up for work with the right attitude — even if that means armed with a weapon. And they must feel comfortable enough not only with their own jobs but also the people they work with that they are willing to admit if things go wrong (even if only inwardly).

And so my criteria for choosing an insurance agent:

  • They should have a passion for the industry
  • They should have a passion for people who do not have insurance
  • They should have an ability to communicate well in written or spoken form
  • They should be flexible enough not only physically but mentally as well; in other words, fit into the culture of their employer — or any other company you may choose to work for — even though you are not bound by its culture or operations, especially when starting out.

What do you think of my criteria? Do you agree with them? What aren’t they? What are some examples of qualities I’m missing? Please share your thoughts here!

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