Agency Performance Partners


Insurance Sales Professional vs. Agent: What’s The Difference?

Posted on November 5, 2021 by Alex Arellano

If you are an Insurance Agent 2021 stop and take a moment to watch these videos to help you become ridiculously amazing this year.

Insurance Sales Professional or Agent: Have You Stopped Learning?

It’s a brand new week, which means it’s a series of brand new topics for our videos. All this week we’re going to be talking a little bit about how we actually become insurance sales professionals. 

“We’re in the mindset of quote, quote, quote, sell what we can, not, how do we introduce this so that we are the impressive agency to work with? And I wanna be clear that, you know, sales strategies are all about how to win the customer over. It’s not about beating them over the head.”

Sales Professional or Agent: Are You Prepared to Face Your Client?

Many agents shy away from feeling like sales professionals, but all this week, we’re focused on the difference, and why you should embrace sales. Sales isn’t a dirty word, and if we think that way, we need to work to undo that logic.

“A sales professional stops, has a process, learns, listens, develops solutions, and that’s why salespeople are the highest paid people most of the time in America”

Sales Professional or Agent: Pros Don’t Quote, They Sell

This is a topic that we could talk about forever: when you are having the initial conversation with a prospective client and you’re working towards a sale, do you do it like an insurance sales professional or like an agent?

“Sales professionals start selling from the moment that they interact… and the reason why they do that is because they wanna get to know the person, they wanna build rapport, they wanna understand their major challenges, not just price. And when they do that, they find more opportunity, and we take price more and more and more off the table, because a sales professional isn’t thinking about the quote, they’re thinking about the process.”

Sales Professional or Agent: Role-Playing and Feedback

So the big question of the week is: are you an insurance sales professional, or simply an insurance agent? There’s a big difference between the two, and today’s topic is our final tip. It has to do with role-playing. 

“I can’t tell you the discomfort when I tell people we’re gonna role play. People wanna throw up, they’re just not interested. And I get it, it’s uncomfortable, but you know what I’ve learned in my life? The uncomfortable things are the things that set you apart.”