Selling insurance is important but challenging work. In a competitive industry that’s changing rapidly, the obstacles are many. But knowledge is power, as they say, so in Retirement Advisor’s recent Advisor Survey we asked your peers to name these obstacles directly. The answers ran the gamut from specific product concerns to looming legislation worries to straightforward sales hurdles that would resonate equally with those who sell houses or medical equipment or tax planning advice.
Following are the five obstacles that independent insurance agents say are the most significant they’ll face this year, along with suggestions for how to meet them head-on.
1. Lead generation (50.59%)
Selling insurance products comes with its own unique set of lead gen challenges, not least among them the fact that prospects are either a) reluctant to acknowledge they need what you’re selling, as is often the case with life insurance products or b) afraid to plan for one of their own looming obstacles, namely, how they will fund their retirement.
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