5 Beneficial Insurance Consultant Interview Tips


When you are trying to become an insurance consultant, you will need to submit a resume and cover letter the same you would do for any other job. If you manage to impress a company’s hiring manager with your materials, then you will be asked to be interviewed. This important next step in the job hunt is an opportunity for the hiring manager to meet you in person and determine if you are actually qualified for the job.

Regardless if you have only done a few interviews or literally hundreds, it is never a bad idea to practice. There are plenty of factors that go into a good interview, and there are certain ways you can customize your responses to show that you are the most qualified to become a consultant in the insurance industry. What follows are some insurance consultant interview tips you should keep in the back of your head the next time you are prepping for a big meeting.

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Insurance Consultant Interview Tips

Have All Necessary Licenses: In order to do business, most consultants will need to acquire the same licenses as insurance agents. Licensing allows you to operate, and it also gives clients peace of mind because a license shows that you are familiar in this field and know what you are talking about. For the interview be ready to show proof that you have all essential licenses. Even if your area does not require them, it never hurts to have the proper documentation with you.

Stay Current With the Industry: The laws surrounding insurance change all the time. As a consultant it will be your job to recommend policies to clients that will be in their best interest. This requires you to remain current with trends and ways that a client could bundle different policies together. In addition to asking you questions related to your personal characteristics, an interviewer might ask you something about the industry at large. You can really make a great impression if you show that you know what you are talking about, so brush up routinely.

Be Able to Sell Yourself: All interviews are basically just chances for you to sell yourself. However, the ability to talk positively about a certain item, whether it is insurance or you as an employee, is even more critical as an insurance consultant. If you get the job, you will have to meet with numerous clients every day and sell them on a policy that would be to their benefit to get. The ability to show that you can sell something during the interview itself is a great asset. You should be able to describe your greatest strengths and accomplishments succinctly. You do not want to take half an hour to discuss everything you offer because you might not have that time when selling insurance. Prepare a quick elevator pitch that is a couple minutes long at most.

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Show How Clients Have Stayed With You: Experience in the insurance industry is going to be a huge advantage to getting this type of work. One of the best things you can mention is if you have gotten a lot of repeat business over the years. Has a large business made you their consultant? Have you received a lot of referrals from satisfied clients? These are the kind of details that separate a great consultant from a merely good one. It is always better to mention tangible examples of how you are an excellent consultant rather than just stating it.

Excellent Communication Skills: As a consultant, you will be speaking with people who have little to no knowledge concerning the insurance industry. Therefore, you need to be capable of explaining complex concepts in a simple manner. You should be able to point to a time when you communicated to clients successfully in your interview. Do you have a system for explaining a policy in a way that anyone could understand? Did you write pamphlets to help people know what insurances they need? These are examples of beneficial things to bring up.

Even if you do not have the most experience, if you are capable of acing the interview, then you will be in a great position to land the job. These insurance consultant interview tips should serve as a jumping-off point, and you can develop your interviewing skills further with plenty of practice.