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The One Mistake That Almost Derailed My Insurance Career (and What It Taught Me)

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We all make mistakes, right? Well, mine was a big one. It almost made me quit the industry altogether. But it also taught me a lesson I’ll never forget.


Here’s what happened:


I had a hot lead, a perfect prospect who needed exactly what I was offering. I was so confident that I’d close the deal that I didn’t bother to prepare. I figured, “I’ve got this.”


Spoiler: I didn’t.

What went wrong:


I focused too much on selling and not enough on listening. Instead of understanding their needs, I pushed my product. By the time I realized my mistake, it was too late—they’d lost trust in me.


The lesson:


People don’t buy insurance—they buy peace of mind. If you’re not listening to what your clients need, you’re missing the point.


Conclusion:


That mistake stung, but it made me a better agent. Now, I always go into meetings prepared, and I focus on solving problems—not selling policies.


Speaking of solving problems, if you’re looking for leads that make the process easier, check out our leads—perfect for agents at any stage of their journey.

 
 
 

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