Obtain the required insurance license in your jurisdiction
Learn the products you plan to sell
Understand your target market
Choose an insurance company or agency to work with
Build a list of prospects
Reach out to potential clients
Ask questions to identify client needs
Present suitable policy options
Explain coverage, benefits, costs, and exclusions
Compare policies when appropriate
Handle objections professionally
Close the sale
Complete application and underwriting paperwork
Follow up on pending applications
Maintain client relationships
Review policies with clients regularly
Ask for referrals
Keep up with industry rules and product changes