Broker/Agent - Sales

Foundation Foundation

Hone your craft

Be a ‘sponge’ to learning
Expose yourself to as many facets of your role as possible
  • If you are coming to insurance from a background in sales, work to grow your insurance knowledge to complement your experience
  • Some organizations may blend both sales and service in their broker/agent roles; it may be useful to also review Broker/Agent - Service Stream Career Map to benchmark where you are now and plan for future goals

Building Building

Build on your knowledge, book of business, and experience
  • Increase ability to manage client needs more independently
  • Maintain balance between sales / production and relationship management
  • Foster understanding of key metrics, sales targets, and relationship needed for success
  • Consider starting to specialize – learn as much as you can about options available (e.g. business lines, products, etc.)
  • Prepare for multiple possibilities to keep your options open

Enhancing Enhancing

Assess what lies ahead for you
  • Continue to foster capacity to secure new business, enhance products /coverages, and develop relationship
  • Consider your skills and experience when making decisions about next steps; what feels right for you? Specializing, diversifying, taking on new challenges like business development or people leadership?
  • Set a goal and work towards it
  • Talk to your manager or HR for additional support

Mastery Mastery

Explore ways to share your expertise
  • Evaluate which ‘track’ feels in keeping with your goals - technical specialist or operational leader?
  • Consider leveraging your expertise in Practice Leadership Roles, Risk Management, or even Account Management/Service Stream