How do I prepare for an insurance sales interview?
Ava Robinson
Published Apr 18, 2026
Insurance sales interview tips
- Brush Up on the Industry.
- Prepare to Sell Yourself in a Minute.
- Talk About Your Selling Prowess.
- Be Ready for the Tough Questions.
- Find Out What You’ll Be Doing All Day.
- Show You Know How to Learn.
- Come with Questions that Transcend the Obvious.
- Zip Your Lip on Money Until Late in the Game.
What do I need to know about insurance sales?
These simple insurance sales tips can help you increase your commission!
- Build trust and confidence by dressing professionally.
- Demonstrate knowledge and avoid slang.
- Find a way to relate to your customers.
- Learn from your experienced co-workers.
- Listen and watch yourself talking to clients.
- Listen to your customers.
How do you nail an insurance interview?
Tips for an insurance-position interview
- Research the company. Before your interview, you should know what kind of insurance they offer, who their direct competitors are, what area they serve and what their values are.
- Be confident.
- Define your goals.
- Show your maturity.
- Ask follow-up questions.
- Send a thank you note.
What is the role of a sales agent in an insurance company?
Insurance sales agents help insurance companies generate new business by contacting potential customers and selling one or more types of insurance. An agent explains various insurance policies and helps clients choose plans that suit them.
What is the best insurance agency to work for?
OVERALL RANK (1-100)
| Rank | Company Listing | US Employees |
|---|---|---|
| 1 | Burnham Benefits Insurance Services | 114 |
| 2 | Cavignac & Associates Insurance Brokers | 59 |
| 3 | Pritchard & Jerden | 92 |
| 4 | Captive Resources | 224 |
What are the terms for selling your insurance agency?
Terms typically include a down payment of 10 percent to 30 percent with the balance paid out over three to seven years. The seller typically finances the sale of his or her own business. Keep in mind everything is negotiable.
When is the right time to sell your agency?
Most agency owners have put their time, energy and heart into building their business. The business is a part of their life. The sale of one’s business is usually a one-time event. It therefore makes sense to take the time and get it right the first time.
Who is responsible for the sale of an agency?
Attorneys should review the sale of any business. Often, the buyer is the party that drafts all the legal documents. The seller’s attorney is the final advocate for the seller in making sure that all is fair. Many agency owners describe the value of an agency in terms of a multiple of revenue or commission.
Do you need to plan for the sale of an agency?
The agency is part of the owner’s life and it is not a simple commodity to trade. Snap decisions to sell usually result in long drawn out negotiations or other complications. When an owner spends some time planning the sale of the business, many common problems are minimized or avoided.