Best time of the year to recruit 

Insurance agents, this is your help website.
Each topic page on our website is a mini training experience.

Click on your topic of interest using the nav bar on left side of page


 The best time of the year to recruit insurance agents is 
(November and December)

ted wolk, author and creator

Why is this the best time of the year to recruit?  

This way everyone, including you, gets off to a fast start for the new year. 

Not only that, but people are in a good mood and if they are looking to change careers, they usually want to do it early on in the new year.

Additionally, you can get them going during a positive selling quarter, before little league, fishing and golfing kicks back in, if your in the winter belt.

Now available - A complete *Insurance Recruiting and Agency Building manual. It provides you a complete blueprint and support system to jump start your recruiting career. click here for more details.

Keep in mind that when you do start a new agent in training, it takes at least 90 days before they are ready to go, assuming you properly train them and don't just give them a three day training seminar and a book and tell them to go sell.

the best time of the year to recruit can also depend on the specific region you are in. This is when you need to sit down and make a decision when you want to develop an all out, full time recruiting blitz. 


nothing happens unless you make it happen. I always operated on the theory of – “How do you eat an elephant? “ The answer is “one bite at a time.” This is what you need to do when recruiting.

How do you eat an elephant?

So lets start out with the first bite. Make up a list of 15 people you will want to call. The best people to call should come from your client list. Why? Because they own your product, they bought it and believe in it and they would be selling with a conviction.

Once you have that short list then pick up the phone and start calling.  When they answer:

  1. tell them that business has been so good that you are looking at adding a couple new people to your agency and you are calling to ask if they can recommend someone to you, to take a look at your career opportunity.

  2. We are looking for people that want a career and not a job. I know you know a lot of people, but who would the first 3 people that come to mind. We are having an opportunity meeting on November 14th and December 12th at (location) 

  3. Now they are going to start mentioning names, so have your pad and pencil ready. Just like our referred lead card program, wait for them to recommend 3 names then ask them for more detailed information about each one, and whether you can use his/her name as the referrer.

  4. And to your surprise, He/she might even say How about me or my spouse. I say this because that is what has happen to me in the many times I called my clients. In fact I can tell you that over 70% of my recruits and new agents that i hired came from my client base or my agents client base. This is all explained in our agency building manual - Module #1.

  5. If you get a positive response then set up a preliminary interview or invite them to an opportunity meeting,  as suggested in my agency manual. if you don’t ask, no one will know your looking to hire. By letting your client base know you are looking for new agents, I have had new recruits show up 6 months or a year later because my client told someone to call me, when their friend indicated they were looking for a change of job or career. Learn to use your client base, even if your new. Every interview, ask whether they buy or not.

As previously mentioned, the best time of the year to recruit is really when you make a commitment to do it. You are the only one responsible for this action plan to happen. For me, i went full out to recruit new agents in November and December. But remember, you need to run opportunity meetings at least once a month every month. Our agency building manual provides the complete system to build a successful agency.

Try and do this once per month or as many times that you can develop 15 names. And remember that year round, the best time to ask is also asking a prospect or existing client right after the interview, just before you leave. If you remember the detective show Colombo, just as he was about to leave a home, he would always turn around and say oh by the way......

So what is the best time of the year to recruit insurance agents? It usually is when you make a commitment to do so, and it should be done every day of the week, if you are serious about wanting to build an agency. It can not and should not be an Ad Hoc event. it needs to be a system.

Check out the agency building and recruiting section at our insurance agent survival store?  

Remember, the best time of the year to recruit is November and December of every year so you can quick start the new year. 


Ted Wolk

Best time of year to recruit insurance agents

New! Comments

Have your say about what you just read! Leave me a comment in the box below.
Monthly Newsletter Free
Please add me to your
e-mail list so I can receive all new updates on selling and recruiting. See all back issues
Insurance Forum
Ask questions
Get answers

How can we help you?


Total Hits On Our Website

Follow Us 

Follow us on Facebook
Check out our Linkedin site
View our You Tube Videos
Follow us on Twiiter


Our most popular Self Help e-books
Exclusive to our readers
Prospecting problems. Get your Prospect or Die E-Book today
Problems with closing a sale. Get your Mastering the Art of Closing a Sale E-Book today
How to use Opportunity Meetings to Maximize your Recruiting.
Introduction to Agency Building. An e-book for entry level managers
Agency Builders
Looking for proven and tested concepts. View our Agency Building Manual.

More free resources and helpful selling tools
Six Free Recruiting Tips. Click here
Check out our Selling and Recruiting Video Library.
Selling requires strict discipline. Click here for five (5) free behavior management coaching videos from Bob Davies.
This is the Q.R. code for this website. Use your smart phone to scan.

Today's Top Picks for Our Readers:
Recommended by Recommended by NetLine