How to Get Started Selling Health Insurance
- 1). Check your local newspaper and brokerage's websites to find upcoming seminars. Call your local insurance company office to inquire about opportunities to learn about entering the insurance field. Attend an open recruiting session held by an insurance agency or brokerage. Brokerages often hold seminars to recruit new sales agents.
- 2). Take an administrative position in the sales department at a health insurance company or brokerage. Learn the ropes by watching the sales team's finalist presentations and offering support in putting together and coordinating their sales presentation materials.
- 3). Obtain your health insurance sales license in the state you live in. Contact your state's insurance department to find out the educational requirements and the testing administrator. In many states, you will take a class and then be eligible for the licensing exam. You may receive the exam results before you leave the testing center.
- 4). Ask an established health insurance sales broker if you can accompany them as a trainee. Have the agent mentor you and observe how they prospect for new clients, give sales pitches to new clients and meet with current clients up for renewal.
- 5). Participate in an internship with a health insurance company or brokerage. An internship is a great opportunity to learn how to sell insurance and the company may pay for your license classes and testing if you commit to working for them.
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