Tips On How to Land Your First Client as an Insurance Agent

It’s only logical: If you don’t have clients, you don’t have a business. Ask any successful insurance agent and they’ll tell you there’s no better feeling than landing that first high-value client. To learn more about how you can land your first client as an insurance agent, read on.

Why is landing the first client so hard?

Landing your first client as an agent is one of the biggest mountains to climb when starting your business. It’s easy to waste precious time and effort targeting the wrong audience. Talking to those who don’t need what you offer might be catastrophic for your business.

Even when you find the right target audience, it’s often tough to seal the deal with those specific clients, especially if you don’t have other clientele backing you up.

Luckily, there are a few things you can do to conquer this business challenge.

How to target the right clients

Instead of spending countless hours talking with people who aren’t realistically helping your business grow, spend your effort and time conversing with people who are actively seeking what you offer. You can find those people by getting involved in your community, becoming active in business groups and even by talking to everyone you know, according to Hustle Startup also recommends being a guest on someone’s blog, YouTube channel or podcast. Doing these things can help you build relationships, trust and credibility with those who can help you get your name into the right circles. Once you find the right people, focus your efforts on that target audience.

How to seal the deal with a promising prospect

Once you find the perfect client, the next step is to convince them to do business with you. Here’s a tip by The Work-At-Home Woman: Propose a deal they can’t resist. Something that is low-risk and is a guaranteed win. This might be by offering a great deal on the price with a satisfaction guarantee or their money back. This is hard to decline.

How to get beyond the issue of lack of clientele

Some people might be hesitant to work with you because of your lack of clientele. That is OK. All you need to do is land that one client and that client will help you gain more clients. As you work with this new client, over-deliver on your services, as recommended by The Work-At-Home Woman. Wow them and build the credibility you need. Create a great relationship with this client and build trust. As time passes, your client will be happy to refer you to their friends, family and business colleagues, giving you the foundation you need to grow a successful business.

Landing your first client as an insurance agent might seem difficult right now, but don’t get discouraged. All you need to do is use our tips and step outside your comfort zone. And remember: Securities Training Corporation has plenty of resources available to help you succeed, so don’t hesitate to use them. To find out more about how we can help you, contact us today. We look forward to helping you learn, grow and achieve your goals as an agent!


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