Listening is important in insurance advisory because every customer has unique financial goals, responsibilities, and concerns. By listening carefully, an advisor can truly understand the client’s needs and suggest the most suitable coverage instead of pushing generic products. Good listening also builds trust and makes the client feel respected and confident in their decision. Ultimately, it helps create long-term relationships rather than one-time conversations.
Speaking only with customers who book calls ensures that conversations are meaningful, respectful, and productive. Customers who reach out voluntarily are already interested and open to understanding insurance, which leads to better engagement and satisfaction. This approach removes unnecessary pressure, avoids disturbing people, and builds a brand based on trust and transparency. It also allows advisors to focus on quality conversations instead of chasing numbers.
One activity I regularly practice is self-learning through online courses and reading. It has taught me the importance of discipline, consistency, and continuous improvement. Learning new skills has helped me become more confident and adaptable. It also showed me that growth comes from stepping out of my comfort zone.