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If you're getting your first start in the insurance world, however, an action plan is a must. Your first step is to determine what education, testing, licensing, and background checks are required.

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There are independent agents and brokerage firms that sell insurance policies for other insurance companies. There are also large national agencies which have The Art of Canvassing.
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For example, a captive insurance agent typically sells only one insurance company’s product. On the other hand, brokers sell insurance from several companies. When you’re selling insurance over the phone, you should listen more than you talk, because it gives people a chance to raise concerns.

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