Here’s What You Should Know About Becoming an Insurance Agent

If you’re trying to decide the right career for you, then there’s a lot that you need to take into consideration. We’re here to provide support for those that are considering going into insurance. If you have questions about the industry and if it could be the right choice for you, then feel free to contact us today and we’ll find a time when we can answer your questions.

Becoming an insurance agent

Becoming an insurance agent can take time and patience. It’s important that you recognize this, so that you can set your expectations accordingly. The insurance industry can be extremely rewarding, but it’s not without its challenges.

If you’re just getting started in the industry, then it can be helpful to have a mentor that can provide you with advice and guidance. They’ll be someone that you can rely on and ask questions when they come up.

Becoming an insurance agent will require you to have a wide variety of skills. You need to be compassionate and understanding in order to build positive relationships with your clients. You need to be excellent at time management in order to book appointments and get all your work done. You need to have some business skills, so that you can remain successful and make a profit. You’ll also need to stay up to date on what’s going on in the insurance agency and what policies are available.

Because you are running a business, consider setting some initial goals for yourself. Where would you like to be in one year? How will you measure your success?


Because you’ll have clients that are booking appointments with you, you can set your schedule. This gives you a large amount of flexibility that you can use to your advantage. If having a flexible career is important to you, then consider if insurance could be the way to make that happen.

Insurance not only provides time flexibility, but also career flexibility. If you have an insurance business for a couple years and then decide to do something new, you’ll have the freedom to do so. This is something that gives a lot of people peace of mind, especially if you’re not entirely sure what career path you want to take.


The insurance agency is very stable. If you’re looking for a reliable industry, this could be the one for you. There’s always going to be job demand and if you run your business successfully, then you won’t have any problems finding and retaining clients.

It’s important to note that your business must be run in a certain way for it to work. If you’re dishonest and untrustworthy, then the reliability of insurance most likely won’t be enough for your business to be successful. In order to generate positive client experiences, you must create a sustainable business.


Working in insurance gives you the opportunity to meet lots of people. If you’re a people person, then you’ll most likely enjoy this career that thrives through connection. It’s important that you expand your network and meet as many people as possible. You never know who will have an insurance need, so get your name out there.

If you’re just starting your business, consider getting business cards made. These will be very useful if you start a conversation with someone and they want to learn more about your business. Taking this step is a great way to make sure that you’re getting business exposure and driving traffic to your website and social media.

The power of social media

If you’re not already taking advantage of social media, then you should start today. Social media is one of the most powerful tools that business owners can use to increase their revenue and gain exposure to new audiences.

If you’re just starting out, then consider selecting just a few social media platforms. You should seek to truly understand these platforms before you branch out to others. It will take time and dedication to build a following, but it will be worth it. Especially if you have a tight marketing budget, social media is one of the most cost effective ways that you can start developing your brand.

It can be helpful to look at other insurance agent social media pages to see what they’re doing. If they’re someone that has lots of followers, then they’re creating content that their audience wants to see. This should be the goal for you. Make sure that you have lots of CTAs within your page and give people ways to contact you. 

Your social media can either be professional or you can choose to make it more personal. Either approach can work, it just depends on what you want your business branding to be. Having a solid idea of this will give you more focus going forward and allow you to make decisions that align with your overall mission.

Consider Western Marketing

Becoming an insurance agent can be challenging. There’s a lot of things you learn about the industry and you’ll also need to grow your knowledge of how to run a business. The internet is a great resource to learn more information and get your insurance education started.

If you’re looking for support, consider Western Marketing. We’ve helped hundreds of agents start their careers in insurance and we know what it takes to make it in industry. Feel free to make an appointment with a member of our team to learn more about how Western Marketing could benefit your business.

We hope to hear from you soon so that we can discuss what a possible partnership and collaboration could mean. At Western Marketing, we’re dedicated to providing resources and guidance for agents that are wanting to expand their businesses. Our blog is a great resource to check out if you’re curious about the insurance industry or wanting to know more about Western Marketing.