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Insurance Recruiters Mistakes
Insurance Recruiting 101
| Understanding
some of a life insurance recruiters biggest mistakes. |
So you are an insurance agent, agency manager or a life insurance
general agent that wants to start building your own life insurance
agency. Where do you start, and how do you
recruit?
Or maybe you are already an agency manager trying to
build a successful insurance agency and are having some recruiting problems.
| Now available - A complete *Insurance Recruiting and Agency Building manual, click here to learn more |
When it comes to recruiting insurance
agents, we need all the help we can get. So, if you would like
some third party recruiting help, copy and paste this link
"An-insurance agents-career-opportunity" and send it in an e-mail to any new prospective agents you are interviewing.
Not such an easy
task.
The concept of life insurance recruiting, which is the hiring and
training of new insurance agents to work for you, sounds exciting. But
the reality is, where do I get good people to hire. How do I go about
doing this? Oh yes, and then as an insurance recruiter, there are the
hours and hours needed to train a new agent.
Recruiting
tip: Don't be wasting your valuable time on trying to make an
insurance agent out of an unqualified recruit.
Lets review the
recruiting process:
First off, You need
to have a systematic check list that you will follow. If you
do not have one, then you need to make one up. It is a list of items to
help you make sure you cover all the key areas in the recruiting
process and do it in a systematic order. Over time, I added and
subtracted and revised my insurance recruiters check list.
Secondly,
I had a "Welcome to our Team" booklet I personally made up, that
I
would hand out to the person if I
decided to move forward with them. It gave that person a
list of things that they could expect from me
and
a list of things that I expected of them.
And
of course, as an insurance recruiter, you need to have people to
recruit.
- So
where do you get names?
- Who
are the best people to recruit?
This will
require a separate insurance recruiters topic pages which I will
provide. (see below)
As a footnote, I never had any success with people under 25, single
people, or people going through a divorce or any other personal crisis.
I will go through the reasons why in a separate article called insurance recruiting.Over
time, and through past
experience, I just never even started an interview with them.
But lets assume
you have a new candidate, and you are going to start the first step of
the insurance recruiting interview process.
Getting ready:
I
usually had a recruiting kit made up with brochures and
information items that I used, as well as my check list in front of me
when a new person came in to visit.
As an insurance recruiter, you must have
a recruiting presentation that is presented in an orderly manner. This
is where my check list helped.
Running the recruiting interview
When I started
my agent recruiting
process with a new candidate, the first and most important part of my
initial interview was what I called a personal observation interview. Here is where I decided
to move ahead with this person or not, and here is a general overview
of what I was looking for.
- First
of all, I had to decide if I liked this person,
will s/he and I get along?
- I then
talk with this person to see if they are comfortable to
talk to. If not, then they may have the same problem with
selling
to prospects. Remember, the most important aspect of selling is being
able to communicate to strangers and make them feel comfortable.
- Another
quality I looked for, is a person that walks fast. Someone that takes
two steps at a time going up the stairs. I know this is far fetched,
but after recruiting and training over 700 to 1000 new agents, almost
all my top quality producers walked at a brisk pace.
- And I wanted to find out if this person has something
to prove to his family, or to someone, or himself.
- Is this person an introvert or an extrovert?
Introverts are not usually the "type A" people you are seeking.
- I also find out how much insurance they own and what
they think about life insurance.
- And are they a good communicator.
Mistake
number one,
doing it the wrong way:
Never be over anxious to sign up a new
recruit, make the job hard to get, qualify them first, make them think
about it, make them sell you
on why they should be hired. I will expand more on this below.
Most insurance recruiters are in to much of a hurry to sign a new
person up. What happens is they finally have a live breathing person
that is really sitting down with them, to talk about an insurance
career and this person says "I will give it a try". Now they do
everything in haste. They start selling all the positives to this
person,
telling them all the
reasons this person should come into the insurance business,
and make all kind of
promises, and
then try to get the person fired up to sign a contract. They are using
their selling skills to sell this person on signing up and committing
to come to work that day.
This is the wrong approach. Most inexperienced insurance
recruiters do all the selling,
when
they should be doing the buying.
Stop
right here.. Take a deep breath. You are saying I should not be
doing the selling. Then how do I hire anybody?
Okay,
lets do
it the right way:
After I completed the personal
observation part of the interview, I decide at that time whether
I want to move on with this person or not.
Here
is where many insurance recruiters make their biggest mistake.
They end up hiring an unqualified person and then spend endless hours
training this person, trying to make them into something they can not
be. (Wasted Time) Remember time is money. (Read Insurance recruiting
-103)
This is where the rubber meets the road. Do you have the guts to
terminate an interview if it does not meet all the positives.
"Mr/Mrs. XXXXX, I want to thank you for coming in. I will get back to
you in the next week or so after I complete the rest of my recruiting
interviews. (Whether you have any more or not.)
I would then send them a "Thank You note for coming in, saying we are
not interested at this time, but will keep your name in our file."
However, If this person passed my personal observation
test, we then moved on to the next
recruiting step,
Insurance Recruiting - 102.
Determine if you have a Recruit!
Insurance
Recruiting - 103. Profiling Insurance Recruits?
Insurance
Recruiting -104 Locating Insurance Recruits
Insurance Recruiting Methods?
Insurance Recruiting, Leading From
The Front?
Get detailed hiring and
interview tips from a site built by a colleague of mine.
1. How to Hire Right Every Time?
2. Hiring Tips and Management Interview
Questions?
Use these Practical tips for creating
the best interview questions
on how to conduct an interview and how
to interview for the right fit.
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