How To Be An Insurance Sales Agent?
Step 1: Get a high school diploma or a college degree.
It is not mandatory to get a college degree to apply for an insurance license. However, it can look good on your CV when you apply to an insurance company. A high school diploma is necessary when it comes to educational requirements. But develop people skills to take you far in an insurance career. Likewise, take online courses and read articles on insurance marketing as it will come in handy for your future.
Step 2: Choose what kind of insurance license you want to apply for.
Generally, there are three insurance licenses: Life insurance, health insurance, property and casualty insurance. The type of insurance you want to sell will determine what kind of insurance licensing exam. Usually, if you sell more than one line of authority, you should take multiple licensing exams. You can do so by applying through the National Insurance Producer Registry (NIPR). Also, if you want to ask a real insurance agent about their journey and get guidelines, you can try searching the web for “insurance agent near me” and reach out to them.
Step 3: Learn about license requirements in your state.
The requirement to acquire an independent insurance agent or a captive agent license differs from state to state and what policies you want to sell. The National Association of Insurance Commissioners (NAIC) has more information on the requirements. However, most states require you to complete a pre-licensing insurance course before applying for state licensing exams. It is advisable to enroll in a state-approved coursework program before your license exams.