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Insurance Sales Best Practices: Role-Playing and Feedback

Posted on November 4, 2021 by Alex Arellano

Insurance Sales Best Practices: 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 insurance sales best practices and 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.”

We can’t tell you how often we encounter discomfort when we tell people we want to role play. People often have a pretty strong negative response, and they’re really not interested. But we think role-playing is super important, especially when it comes to the differences between being a sales professional or just an agent.

 

Here’s what you need to know about role playing, and how it can set you apart:

 

We know it’s uncomfortable, but it’s not that bad

We get that role playing can seem comfortable, but what we’ve learned in life is that it’s the uncomfortable things that set us apart. It’s not unsafe, it’s just uncomfortable. You won’t die during role play, but you will get stronger and better. You just have to push through the discomfort. Also, this is part of the insurance sales best practices. 

 

It gives you a safe place to practice

One of the best parts about role playing is that it gives you a safe place to have tactical practice. Where else can you get this? When you embrace role playing as a strategy, you can use it to fuel your knowledge and your growth. 

 

You can get better

When you embrace role playing, you can practice some of your biggest obstacles, and get ever-important feedback on your work. All of this can ultimately help you get better at your job, and help you become a better insurance sales professional. 

 

Ultimately, we need to stop shying away from sales, and stop thinking of sales as a dirty word. If we embrace sales as guided education for clients, and practice scenarios with role playing, we can set ourselves apart from being “just” insurance agents. 

 

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