Unleashing Engagement: A Guide for Life Insurance Agents

June 2, 2023

When it comes to life insurance sales , agents have an ever-growing wheelhouse at their disposal to use when working with clients. However, one of the oldest tools worth leveraging is the power of engagement. While the power of engagement as a concept has been around for a long time, its meaning and uses have evolved over the years.

For the insurance industry, engagement (or a lack thereof) can have a profound influence on the success of your business. Engaging with clients, your community and yourself can lift your business to greater heights while building lasting relationships with those around you.

From active listening to business-elevating events , we have created a guide to embracing engagement to help fuel your career. If this guide isn’t enough, agents can learn even more during our Engage 2023 National Conference this August in Denver, Colorado.

Whatever your engagement goals are, Symmetry has you covered.

What does engagement look like?

Engagement requires intention — intentional interactions, intentional involvement and intentional responses. A big part of being intentional means looking for ways to make your clients, your community and yourself feel heard and addressed.

Be more than a soundboard for clients, more than a business in your community, and more than a life insurance agent for yourself. Take the time to round out all these experiences; focusing on full engagement is how that is done.

Engage with clients

Life insurance agents should see engagement with their clients as a critical step in every interaction they have with them. Selling life insurance  requires more personalization than other industries.

Giving your clients your full attention and working on your active listening skills will physically keep your clients engaged. Exploring ways to build these interactions into lasting relationships is how you can keep clients engaged after the appointment.

Remembering important events, like birthdays and anniversaries, and scheduling regular policy check-ins are just two ways you can keep your clients engaged during and after you secure them a life insurance product.

Discovering new ways to personalize your client’s experience will keep them engaged and create opportunities for future business.

Engage with your community

When we talk about engaging with clients, it would be a mistake to ignore the power of engaging with your local community as well. Everything from volunteering with your agency to hosting non-profit events can strengthen the connection you have with existing clients while creating new bonds with prospective clients.

Having a community impact can influence your brand awareness too. Clients want to work with life insurance agents who have a positive reputation, and having your community on your side can go a long way toward that effort.

Best of all, being involved in your community is good for you and your agents. Volunteering with your agency can hone their team-building skills and improve their overall morale.

Everything from client retention to your team’s ability to work together can be improved by engaging with your community. Find opportunities to leverage that power.

Engage with yourself

Engaging yourself is as important as every other type of engagement. Without a degree of self-reflection, and personal progress, you are bound to hit plateaus both professionally and personally throughout your life. As a life insurance agent, considering ways to engage and challenge yourself are important steps in your career.

To that end, find ways to boost your productivity , improve your mental health while working remotely and address workplace anxieties . Be sure to fill up your cup first before emptying yourself for others. Without the proper mindset, setting goals (and reaching them) can be much more difficult.

Having a positive work culture is ideal during this process. An organizational culture that gives you the room to improve yourself and your work habits will go a long way in your journey of self.

Luckily, agents with Symmetry have access to a wholehearted culture that makes their personal well-being a priority – The Ripple Model ™.

With our culture model, agents and corporate staff have ample opportunities to improve their professional skills, give back to their community and develop themselves. If you’re not engaging yourself regularly, you’re missing a fundamental facet of growing as a professional.

Through self-care and self-improvement, you’ll see a greater impact when you’re working with clients and recruiting new agents. It’s an investment that continuously gives back.

Engage 2023 in Denver, Colorado

If you’re looking for ways to further your engagement and expand your reach, we have the perfect opportunity for you this year. Through the support of our parent company, Quility, we’re hosting our Engage 2023 National Conference this August in Denver, Colorado.

During the event, attendees will have access to engaging Keynote Speakers, valuable advice from veterans in the industry and an award-ceremony and party to act as the cherry on top. It’s the ideal chance to build on your ability to engage while connecting with Symmetry life insurance agents across the nation.

Our national conferences have always been a place for our agents to grow professionally and personally and Engage 2023 will be no exception.

The opportunity is here. The time is now.

Engage with Symmetry

Engagement is a powerful tool and it’s accessible to everyone. Finding ways to wield this tool should be a constant goal. Whether you’re engaging with a client, a community or yourself, you’re finding ways to strengthen your business, your brand and your team.

Our Engage 2023 National Conference will be the perfect opportunity to flex those engagement muscles. By showing up to Denver this August, you can improve your client retention, community impact and personal well-being. Make time to engage.

As a Symmetry agent, you will have access to high-quality life insurance, disability income insurance, critical illness insurance, and annuity products from more than 30 well-known insurance companies. This gives you the flexibility and reach you need to tailor plans to meet clients' individual coverage needs.

To learn more about how to begin a fulfilling career as a life insurance agent, contact us today .


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