One of the conclusions that good professionals in the sector usually reach is that it pays to be an insurance broker. For this, however, it is necessary to meet some basic requirements and to invest in qualification and training constantly, as some skills and abilities are required. In order to build a solid career, many professionals seek tips on how to become a broker of successful insurance. For this reason, we will present below all the procedures and initiatives to achieve this objective. Read on and find out how to be an insurance broker!
Meet the basic requirements
In order to pursue a career as an insurance broker, it is initially necessary to meet some basic requirements determined by the relevant legislation. Thus, consider the following assumptions that must be guaranteed before starting in the profession:
- be over 18 years of age and have completed high school;
- pass the National Insurance School’s Qualification Exam for Insurance Brokers ;
- after approval, certify with the Superintendence of Private Insurance ( SUSEP ).
From these first steps, you can start a promising professional career. To stand out in the market, however, it will be important to keep constantly qualifying and updating, and developing some characteristics to pursue a great career.
Qualify through courses and training
During the training of a broker, the day-to-day routines provide new knowledge and indicate ways to conduct themselves. However, a differentiated career requires more than daily experiences. Thus, it is essential to invest in qualification and improvement and, in particular, in the development of sales techniques and practices, as well as management, since these themes are essential and will be widely used in the broker’s routines. Knowledge of the main environmental issues occurring and the geographic, cultural, and social characteristics of the region where it is operating, among others, must also be considered. With this, you will be well placed in relation to the needs of your customers and in the considerations, you need to make.
have a good oratory
A broker works by communicating directly with his client. Presenting a good oratory is essential to convey security and confidence, and, therefore, this is a characteristic that needs to be developed if it is not already present in the professional’s language. Listen to lectures), but to know how to express yourself well and demonstrate sufficient clarity in words. A good vocabulary used with precision turns a simple conversation into a factor of admiration.
Build a good relationship with the customer
Being communicative is a great step in attracting customers, but it takes a lot more to maintain a good relationship. Bear in mind that there’s no point in talking with quality at the time of sale if you don’t demonstrate the same efficiency throughout the customer’s journey. In general, in commercial negotiations, a contract is hardly closed at the first meeting. For this reason, it is imperative to keep the focus and attention on the customer’s expectations and conduct the relationship in a way that does not distance itself. This also applies after the contract is signed. A good broker must give full attention to the customer and seek to ensure their loyalty, as well as the indication that they may make of potential new customers.
take initiative
Having initiative is a determining characteristic for the broker who aims for success. After all, good negotiations don’t fall from the sky. In fact, regardless of the sector, good results do not happen by chance but are the result of a job well done. In this sense, one of the main characteristics that the broker must develop is proactivity. This means that he should not be waiting and hoping for the appearance of clients at his door. It is necessary to plan and set up your own prospecting strategy or, when relevant, to follow the guidelines and plans outlined by the company where you operate. To this end, you must study the market and the profile of your target audience in order to anticipate needs expectations. This is the essence of the proactive broker.
Build a network of contacts
Building a network of contacts is important to start your professional career in a more secure way. In fact, it is indispensable for the development of a successful career, allowing a better direction at the beginning. In addition, a consolidated client portfolio over time is capable of bringing greater support and showing to future clients that serious and competent professionals in the market trust your work. These are references that make a big difference in the initial contacts.
Discover the benefits of being an insurance broker
Being an insurance broker for those who have an entrepreneurial spirit is an excellent path and with good expectations. Although the market is not uniform in Brazil, due to the dimensions and heterogeneity of the different regions of the country, there is a lot of space ahead. The work of a broker puts him in direct line with the protection of the lives and patrimony of many people. In his day to day, he tries to show the most appropriate ways and solutions available on the market so that there is, above all, more peace of mind for people. So wish. By building a good customer base, you can expand your activities and evolve by building your own team.
Know the state of the insurance market in the country
The market has never been as dynamic as in those times, especially given the changes promoted by the COVID-19 pandemic around the world. New habits and new ways of working point to the need to monitor reality closely. Thus, it is essential to keep adequately informed about the insurance segment, not only in terms of technical aspects but mainly in relation to the market situation. In the country. The broker must be permanently following the main trends in the sector.
Know the skills and abilities of the insurance broker
The insurance broker must consider what the market has dictated as the main characteristics of a successful professional. In summary, they can be considered as fundamental skills and abilities for the broker:
- ability to deal with data and new technologies;
- emotional intelligence;
- ability to develop empathy;
- discipline and organization;
- proactivity;
- intimacy with negotiation techniques;
- enthusiasm and objectivity;
- market view.
Developing these characteristics or improving them is the personal investment that each professional must make to position themselves with significant differentials. In this way, the statement at the beginning of the article that it is worth being an insurance Agent is consolidated. If you liked this post, be sure to know the advantages of being an individual or legal insurance broker.
