I WANT TO BE AN AGENT

Start your career as a Insurance Agent

Contact us!
We offer a wide range of benefits to successful agents who want to become Comprehensive Advisors.
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Reasons to be an Avanza Agent

  • Technological infrastructure to facilitate your work as an Agent.

  • You will have a prospecting support model: experienced advisors helping you close large deals.

  • A service and follow-up team at your disposal with over 10 years of experience in the insurance market.

  • Multi-Insurer Portal: You will have access to a multi-insurer portal so that you can have all your policies in one place.

  • Comprehensive product offerings for your clients to ensure the success of your business. You will become a comprehensive advisor as we provide you with information on all products across various sectors from different insurance companies.

  • Digital platform for your business clients.

  • Increased compensation with access to bonuses and other incentives with the help of Avanza.

  • Legal support and advice.

  • Support and advice in medical opinion.

Steps to be a successful agent

Positive attitude

Your image is very important, as it reflects the mission and attitude that the company wants to convey to its clients. This allows the client to build a closer relationship with you, better express their needs, and establish a bond of trust, ultimately helping you in your career.

Customer service

The main factor for a client's preference for an insurance agent is service: providing support to the insured to clarify policy questions, assistance with claims, or simply letting them know that you are always there is crucial for building a client-advisor relationship.
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Patience and persistence

Keep in mind that the client will evaluate the insurance options you provided; it conveys to the client that the 'hurry' to protect themselves should come from them, not from you.

Good communication  

Establish effective communication with your clients to promptly identify their needs and ensure there are never misunderstandings about what they can obtain with their insurance.

Creativity 

Seek new ways to attract clients; today, digital strategies are cost-effective methods to get noticed. Remember, you have 3 seconds to capture their attention.

Basics to grow as a successful agent

  • Training

    Continuous training is important so you can acquire the necessary knowledge to stay at the forefront of product offerings.

  • Needs Assessment

    Identifying your clients' needs will help you develop your sales skills. Always listen to what your client has to say and pay attention beyond their words. At Avanza, we teach you how to do this.

  • Network of contacts

    Establish a strong network of contacts with professionals in the insurance industry and attend important events and meetings organized in the field or to which your clients invite you.

  • Technology

    Stay updated on the tools and applications available today, such as social media, online training, etc. At Avanza, we have the best CRM in the market (Salesforce) to help you follow up with your clients and future sales.

  • Consistency and discipline

    Success in your career will largely depend on these two variables: turning free time into productive time is a way to grow faster as an agent.

  • Agenda

    Maintain a full and organized agenda, there will always be appointments that are canceled and it will give you those free times that you need in the day, also keep reminders of renewals, appointments and important events in this agenda

If you need an extra point...

  • Be constant and innovative so as not to fall into routine.

  • Be proactive to expand your client portfolio

  • Manage your time so you can pay attention to all the tasks that an Agent must perform.

  • Be empathetic so you can understand your clients' needs and, in case it occurs, address their complaints in the best possible way.

  • Maintaining constant communication with the insurance company you represent is essential for closing a deal.

  • Be patient, regardless of whether the questions are repetitive.

  • Take care of your appearance; you must look professional.

  • Practice active listening with the client.

  • Stay constantly updated, as the sector is always changing.

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We will accompany you every step of the way in your career to help you achieve your goals!