- 1). Check state preparatory requirements. Some states require those applying to sell insurance to enroll in classes. Contact your local state office to ask if preparatory classes are a requirement for sitting for the exam.
- 2). Get study guide information. Your state should provide a study guide for the exam. Get a copy and study hard before your testing date. And if you have taken a preparatory course, they should have some helpful information to assist in preparation.
- 3). Schedule a testing date. Once you have met your state's preparatory requirements, you must schedule a testing date. Make sure to schedule a test for each type of insurance you plan on selling. For example, if you plan on selling property insurance and health insurance, you will need to take a separate test for each.
- 4). Ask about continuing education. Most states require that licensed insurance agents enroll in continuing education to keep their license current. Once you pass the test and have your license, you'll need to enroll in continuing education each year.
- 5). Determine your workplace. As an insurance agent, you will have the flexibility of working for an agent or starting up your own practice. If you're unsure which route you would like to pursue, interview a few agents. Usually there is more income opportunity but higher risk with starting your own agency. And working for an established agent allows a commission earning structure with less risk.
- 6). Seek a mentor. Selling insurance is similar to starting your own business, and a mentor can guide you through this process by sharing valuable information that will assist in your success.
SHARE
