If you really want to put your marketer to the test, wait until you have a complicated case that requires special attention to get issued, and see what their reaction is. If they work with you to smooth out the process, you’re dealing with a professional. If you’re getting radio silence, it might be time to shop around.
They Know Their Products
It’s very easy in the insurance business to get into a groove: find a product you like and use it for the majority of your cases. There’s nothing wrong with that, but occasionally you’ll run into a situation where your bread-and-butter product just doesn’t give the client what they need. Now it’s time to call your marketer.
What’s their reaction? A good marketer will take the time to look through the various contracts they offer and figure out which one best suits the situation you’re facing. In short, they do their best to find the product that fits the sale, rather than trying to shoehorn every case into the same product because it’s the one they know best. If you’re finding that every recommendation points in the same direction, it might be a good idea to take that advice with a grain of salt.
Obviously, these are not the only things that make a great insurance rep, but they’re a good place to start. It’s worth taking the time to make sure you’re getting the best help available to you, so that you can focus on making sure your clients are safe and secure.
Coming into the business almost straight out of school gives him a unique perspective on annuities and the benefits they can offer to clients, without some of the existing biases that tend to be prevalent in the industry. He aims to bring that perspective to as many as possible in order to help more people secure the income they need later in life.
Latest posts by Christopher Bartolotta (see all)
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