New Insurance Broker Looking For Tips From Experienced Brokers

[Ryan McNulty]

I just recently shifted my career path from the legal industry into insurance, and was hoping to get some tips from some of the experienced brokers here!

I have just started my new career as a junior employee benefits broker and I am incredibly excited to start this new journey! I will be primarily working with clients who are looking to build benefits packages for their employees as well as working alongside other brokers during open enrollment.

I wanted to get some insight into how I can best serve and consult my clients when choosing a benefits package that best suits their needs.

Any information and or literature from experienced brokers would be very helpful!

Thank you in advance!

 

[leevena]

Anybody can learn benefits, that is the easy part. Learning the business from from a successful mentor can be of great help. I would focus on; developing and implementing a plan, how to prospect, and understanding how and why buyers make a decision. You used the term “consult” earlier, not all of your interactions will be consultative. Some may be as simple as cost. I have been in the group benefits space for 40 years and cannot see myself doing anything else. Good luck with your journey.

 

[eparham08]

I would reco,,end Chris Westfall

www.medicareagenttraing.com