24 Things that makes an agent great!


As a final expense life insurance agent, at Senior Life and Family First Partnerships you have the power to make a huge difference in people’s lives. You help families and individuals navigate the difficult and sensitive process of planning for their final expenses. It’s a challenging but rewarding profession, and the best agents/partners share many qualities that make them successful.

Here are 24 things that great final expense life insurance agents do:

  1. They believe in their product. Great agents have confidence in the value that final expense life insurance provides to their clients. They understand the peace of mind that comes with knowing final expenses are taken care of, and they believe in the importance of this coverage.
  2. They listen. Successful agents understand that each client is unique, with their own set of concerns, goals, and needs. They take the time to listen carefully, asking the right questions to truly understand what their clients want and need.
  3. They are empathetic. The process of planning for final expenses can be emotional and difficult for clients. Great final expense life insurance agents are able to empathize with their clients and offer compassionate support throughout the process.
  4. They are knowledgeable. Top agents are well-versed in their product, its benefits and limitations, and the options available to clients. They stay up-to-date on industry trends and regulations.
  5. They communicate clearly. Final expense life insurance can be complex, but the best agents are able to explain it in a clear, concise, and understandable way. They don’t use jargon or confusing language that could alienate clients.
  6. They build relationships. Successful agents know that their business is built on relationships, not just transactions. They invest time and energy into building long-lasting relationships with clients, becoming trusted advisors and advocates.
  7. They are patient. The process of planning for final expenses can take time, and clients may need to think things through at their own pace. Great agents are patient and supportive, understanding that clients need to make important decisions in their own time.
  8. They are persistent. While being patient, great agents are also persistent in following up with clients and ensuring they have all the information they need to make a decision.
  9. They are organized. Final expense life insurance involves a lot of paperwork, and great agents are able to keep everything organized and easily accessible.
  10. They are trustworthy. The best agents are scrupulously honest and ethical, earning the trust and respect of their clients.
  11. They are proactive. Rather than waiting for clients to come to them, top agents are proactive in reaching out to potential clients and offering their services.
  12. They are adaptable. Every client is different, and great agents are able to adapt to the unique needs and circumstances of each individual.
  13. They are creative. Successful agents are able to come up with creative solutions to meet their clients’ needs, even if it means thinking outside the box.
  14. They are flexible. Final expense life insurance agents need to be flexible in their schedules, as they may need to meet with clients during evenings and weekends.
  15. They are confident. Great agents are confident in their abilities and their product, which allows them to provide assurance and support to their clients.
  16. They are problem solvers. Final expense life insurance involves a lot of problem solving, as agents work to find policies and coverage options that meet their clients’ needs and budgets.
  17. They follow through. Successful agents follow through on their promises, following up with clients and ensuring that all paperwork is completed in a timely and accurate manner.
  18. They are team players. Final expense life insurance agents may work independently, but they are still part of a larger team. Great agents are able to collaborate with others and share
    resources and knowledge.
  19. They are patient educators. Clients may not be familiar with final expense life insurance, and great agents are patient educators, taking the time to explain the benefits and risks of different policies and options.
  20. They are confident negotiators. Final expense life insurance often involves negotiation, and great agents are able to negotiate with both clients and insurance carriers to find the best
    possible coverage and rates.
  21. They are problem anticipators. Great final expense life insurance agents can anticipate and head off problems before they occur, ensuring a smooth and stress-free process for clients.
  22. They have a strong work ethic. The best agents are hardworking and dedicated, willing to put in the time and effort required to provide top-notch service to their clients.
  23. They are empathetic listeners. The best agents are skilled at listening carefully and empathetically to their clients’ needs and concerns.
  24. They care. Finally, the best final expense life insurance agents truly care about their clients and the work they do. They are passionate about helping others and making a positive impact in people’s lives.
    -Final expense life insurance can be a challenging but rewarding profession, and the best agents share many qualities that make them successful. By embodying these 24 traits, you can become a top agent and help make a difference in the lives of your clients.
    -Family First Partnerships