Why do insurance agents need to know marketing?

To become an insurance agent, you must commit to rigorous pre-licensing education to ensure you know basic insurance concepts. But once you learn the basics, are you done?

Far from it! There is more to working in the insurance industry than a general understanding of the concepts. Selling insurance is a rewarding career. To excel, continuous learning is a must.

For the AIMS Society, professional development is especially important to us as we aim to help insurance professionals understand and leverage nuances of sales and marketing strategies and techniques for optimal outcomes. For this newsletter, we’ll cover the value of marketing education and different ways to gain said education.

To start, knowing how to establish your personal brand and market yourself will provide a competitive advantage. If you only know how to sell insurance and not how to sell yourself, you have plenty of room to grow! Assume your competitors are always working on marketing themselves. Even if this isn’t true, the mindset will help you adopt a lifelong-learner attitude that can set you apart.

Secondly, positioning yourself as a trusted advisor (who happens to focus on insurance) opens up access to more clients. More clients leads to deeper experience which, in turn, leads to more expertise. So not only are you improving your marketing skills, you’re also improving your insurance skills.

Finally, you’re building a launchpad for the trajectory of your career. The ways we market ourselves now, such as through social media, were unheard of only a few decades ago. If you keep your eyes open for emerging opportunities, you’ll be more ready to adapt when the next change comes. This ties back to staying ahead of your competition and differentiating your capabilities.

So where do you start? We may be biased, but we love the format of our Certified Professional Insurance Agent (CPIA) seminars. CPIA is the only designation in the insurance industry focused on insurance marketing and sales skill-building. It’s especially convenient because you can participate virtually or in-person. To learn more about the curriculum and see the schedule of upcoming courses, head over to our website.?