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Owned by Carlee

For leaders navigating performance and career shifts. Live sessions on what's happening, how to get better, and what's next. Nobody does this alone.

3 contributions to Life Insurance Wealth Lab
Welcome to Life Insurance Lab!
If you are reading this, you are in the right place. This community exists for one reason: help you understand life insurance, make smart choices, and learn how real insurance work should be done. Here is your first step: Download the Skool app. Introduce yourself in the comments below. Tell us if you are here for policy help, an insurance career, or both. Head to the Classroom and start with ⭐ Start Here. One question: what is the one thing you most want help with? Drop it below. Welcome in. Scott
0 likes • Sep 3
Woo! Congrats on the launch!
Check out the - Life Insurance Lab - Song
https://suno.com/s/AqxdbxvLPmA7JLlG Click the link above and hear about the Life Insurance Lab. This is the place to be. Community, fun, knowledge, simplicity, Financial Freedom!
Check out the - Life Insurance Lab -  Song
0 likes • Sep 3
Not the jams! 😆
8 Tips for New Agents to Sell Insurance Successfully
Below I've compiled a list of 8 strategies every new agent needs to execute on if you want to see real success selling insurance, regardless of your agency, niche, or product. Here they are: **1. Go In With the Right Mindset** Before every call or client meeting, check your intentions. Ask yourself: how can I help this person today? How can I protect their family and fulfill a real need? You're not thinking about making a sale. You're thinking about doing the right thing. When that becomes your default, everything else follows. **2. Eliminate Distractions** Being fully focused means you can ask the right questions, take accurate notes, and give thoughtful responses. Your client will notice when you're truly present. A few ways to stay locked in: - Put your phone away during work hours. Texts and personal calls can wait. - Close out tabs and apps that have nothing to do with the call in front of you. - Prep before every appointment so you're not scrambling mid-conversation. When your client sees you're paying attention, trust builds fast. **3. Prioritize Activity Over Everything** Time is your most valuable asset when you're starting out. Use it like it matters. Don't call friends during work hours unless they're a genuine prospect. Don't browse Amazon. Don't drift. Know your presentation cold so when you're in front of a client, you're confident and clear, not fumbling through notes. Simplify your presentation. Don't overcomplicate the sale. **4. Master Your Scripts and Rebuttals** Not everyone is a scripts person, and that's okay. But you need to know your responses. When a prospect says something that doesn't add up, or pushes back, you need a calm and correct answer ready. You're not trying to win an argument. You're trying to help them get what they actually need. Know the difference. A solid foundation looks like this: - An opening that reminds the prospect why they requested information in the first place. - Fact-finding questions that uncover real needs and build genuine urgency. - Confident, clear responses to common objections. - A close that feels natural, not forced.
8 Tips for New Agents to Sell Insurance Successfully
0 likes • Sep 3
Appreciate the break down! Super helpful
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Carlee Wolfe
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5 points to level up
@carlee-wolfe-4663
I work in leadership development and love thoughtful conversation, good food, and building community rooted in curiosity, growth, and connection.

Active 28d ago
Joined Jul 23, 2026
Baltimore, MD
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