It is challenging to find a high quality insurance agent. There is so much information regarding these professionals on the Internet. The information sources may contradict one another. Thorough research is important when choosing a professional. Certain skills, hard and soft, a professional must have to successfully serve their client base. Hard skills may include the relevant technical capability and the acumen to perform well in the position. Soft skills, on the other hand, would be considered people or interpersonal skills. Do you believe that customers desire to transact business with professionals which possess hard skills or soft skills? The answer may surprise you.
Insurance professionals must meet strict pre-licensing and licensing requirements to maintain the integrity of one's license. Obviosuly, this does not include continual education units, or CEUs. A professional must demonstrate to the public that he or she is capable of finding a suitable insurance product for their client by performing a thorough assessment. The insurance professional must make a strong commitment towards continuous education so that their given skill level is always current. Should a professional limit oneself to the concrete skills? Well, numerous clients continuously state they are searching for additional softer skills in their professional dealings with appointed insurance producers.
Do you remember what was taught to us as children? I remember we should not fight, make friends with people, and always tell the truth. Although the insurance industry is a complex field, the same ethical tenets apply in this line of work. Honest people want to deal with other like-minded people. The same holds true in the insurance industry. Indeed, clients value the technical excellence; but, they place a higher premium on the softer skills. People want their insurance professionals to make a thorough assessment of their current situation through honest and ethical behavior. A big turn off for clients is the pushy salesperson. Any person with average intelligence realizes the fact it is wise to be on the more appropriate side of the law.
What makes for a high quality insurance agent? A combination of the hard technical skills and soft people skills are essential in locating a decent professional. Ironically, clients value the softer interpersonal skills over the technical ability of the producer. Does this surprise you? Initially, it surprised me because I honestly was led to believe that people desired the fancy technical skills. However, it makes logical sense. Many clients are seeking high ethical behavior when it comes to dealing with their insurance producers. They desire these individuals that are placed in a fiduciary role to abide by the 'Golden Rule.' Treat other people as you want to be treated. For many people, including myself, this makes for good business.
My name is Matthew Philistine. I am a licensed insurance professional, and, I recently became appointed through the Lehigh Valley Financial Group, an affiliate of Mass Mutual. I am able to explain term, whole life, and universal life insurance to you. If you, family members, or, acquaintances, have any concerns about your current insurance policy or situation, I maybe able to be of assistance to you. You may contact me at email@example.com. Thank you.