How can I become an insurance agent?

by Guest » Wed Mar 28, 2007 05:34 am

Hi, I came across this interactive forum a few days back but some how forgot the website and was cursing my luck until I got it back.

I wanted to ask some questions to the Insurance agents here who seem to be an experienced lot.

I would like to know, what are the steps to become insurance agent ?

What are the qualities and requirements one needs to possess in order to be eligible to become an agent?

Looking forward to your guidance.


Total Comments: 25

Posted: Sun Jul 20, 2008 07:02 am Post Subject:

I would like to tell you one more thing....

Avoid starting as an independent agent.If you do so, most of the people would avoid you and won't trust you that easily because they do not see a brand which they can trust and invest their money with.

So, try to start your career as an insurance agent with some established name even if your salary is low.It will give you lots of confidence and an edge to your resume..

Good Luck

Posted: Mon Jul 21, 2008 10:37 pm Post Subject:

I agree, start with a established agency and learn all you can.

Posted: Mon Aug 11, 2008 06:07 am Post Subject:

Before becoming an insurance agent, you have to ask yourself if you love to meet people and talk to people. Insurance is essentially people business. Your ability to deal with people by applying EQ is a big plus.

Secondly, you may like to do a self evaluation to know if you have what it takes to become successful in sales businees. In insurance business, positive mental attitude is of paramount importance. You must be tough enough to manage rejection.

Hardworking is a must especially if you are a newcomer. You need to be willing to work longer hours. To do that, you have to be dynamic and energetic.

Of all, probably the most important factor is how you are being perceived in the eyes of your customers. If you are trustworthy and professional, you should be able to quickly build up your clientele.

Insurance is an intangible product. In the absence of visible product, you are the best product to motivate your prospect to buy from you.

Posted: Thu Sep 11, 2008 04:35 am Post Subject: criteria to be an insurance broker

Hi, I am Solida working in the Insurance Division, Ministry of Economy and Finance. I would like to know the criterias to become an insurance broker both for Life and Non-life Insurance.
I would be pleased if you could reply back to ngan_solida[at]

Email id deactivated by moderators

Posted: Sun Nov 29, 2009 02:57 pm Post Subject: Incoming global

Hello, I just read the conversations above. I am an sales agent for Incoming Global which is an insurance company. If anyone is interested in becoming a sales agent for this insurance company you are more then welcome to send an email to I will provide you with many steps on how to become a successful agent for this company and many other things that you are interested on talking about. If any of you are interested about this whole thing you can be awarded with 20 % of the sales (which in terms of numbers is a big amount of money). Do not hesitate and please do contact me!

Posted: Mon Nov 11, 2013 08:24 am Post Subject: Should I become an insurance agent?

I’m going to get interviewed this thursday for a sales position. I don’t know but feel I don't want a career in insurance... sounds !@#$&* boring... dreary. In addition, I have to deal with bitches and back stabbers.. I don't relate to them in anyway..

But I’m completely broke and desperate. I’ve no money for ends meet. I’ve always wanted to set up my own business. Should I go for this? What do you think?

Posted: Mon Nov 11, 2013 05:46 pm Post Subject:

But I’m completely broke and desperate. I’ve no money for ends meet. I’ve always wanted to set up my own business. Should I go for this? What do you think?

Your attitude suggests that you will likely fail miserably. Look in some other direction. The insurance/financial services industry requires people who are positive and upbeat.

If you are "completely broke" how will you pay the hundreds of dollars for prelicensing education, license exams, and licenses? Depending on the state, that could be upwards of $500-$600 just for a life/health insurance license. Double that if you also wanted to add P&C (auto/home/business).

Posted: Tue Nov 12, 2013 05:27 am Post Subject: Insurance jobs suck

Most of the sales/marketing jobs offered these days are scam. The socially !@#$% ups take the job of sales agent/ insurance agent/broker etc.. You are literally trashed in this armpit when you can’t fulfil your quota at the end of the day. Yes, few do really well in this grave industry. If I were you, I’d not choose such a job. Instead, work as a cheerleader or babysitter...

Posted: Tue Nov 12, 2013 07:43 am Post Subject: You shouldn't become an insurance agent!!!

This is PURE BS! And that’s why they want to get you interviewed.

BIG waste of time and money.. You’ll need to take a course and spend tons of money over it. Again, if you get selected, you’ll need to pay rent to set up an office. After all these bullshits you’ll find out whether you could sell or not.

And yes, life insurance is very tough to sell! You have to behave like a psycho and determined like a fanatic to sell one!!!!

A better alternative is auto insurance only if they provide you with a full-time job and a desk in their office. With auto insurance, the pressure transfers from the agents and to the driver as they legally need to get one.

Otherwise, go and work as a barback. Much better life..

Posted: Wed Dec 04, 2013 05:29 am Post Subject: Prospect Funnel

You are going to need a solid way of marketing. Leads are the life blood of an insurance business. Without it you will have problems. I suggest starting with online insurance leads. They are not the greatest but they are cheaper then sending out pointless mailers. You can do this later when you have more money to play with. Stay away from some of the big lead companies. You can try, hometownquotes as well as a few others. Good luck

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