Selling health insurance is a great career. But to be the most successful insurance agent possible, you need to set goals to work toward. Setting goals is an important skill set to develop as you grow your agency.
If you have never taken the time to formally structure and write down your goals, there are several methods you can use. These goal-setting strategies can help you define your goals and narrow the steps to reach them.
The old saying is often true – if you write a goal down, it is easier to reach. Try some of the goal-setting techniques discussed in this article, and reach out to us at American Senior Benefits for more helpful tips.
Setting Goals Helps you Achieve Them
Try some of these goal-setting methods to see how planning your goals can help you achieve them.
SMART and SMARTER
SMART goals have been around for a while. SMART means Specific, Measurable, Achievable, Relevant, and Timely. It is a simple way to remember the things about a goal that help make it successful. If your goals do not meet the five criteria for SMART goals, you should rethink the gaps.
The next evolution of SMART goals is SMARTER goals. The addition of the -ER at the end stands for Evaluated and Revised. Continuous improvement means your goals should be evaluated and changed if they do not meet your needs.
PACT Goals
PACT goals are those that are Purposeful, Actionable, Continuous, and Trackable. With the focus on purposeful and continuous PACT goals, shift your focus to one of ongoing learning and improvement. Tracking goals means you can track whether something happened or not instead of measuring outcomes — a simplification that can make your goal more achievable.
Micro Goals
With today’s fast pace, setting small goals you can achieve quickly can be a wise strategy. Set micro-goals — ones that are attainable in a short time frame – then celebrate the quick wins. Selling health insurance is a great career, but you need to be motivated every day.
With micro-goals, you can motivate yourself and your team to hit small goals often. Small wins and successes encourage people to keep trying and coming back for more. Micro-goals may be a game-changer for you as you try different ways of motivation.
Objectives and Key Results
OKRs, or Objectives and Key Results, are being used by many large corporations to chart progress. When establishing OKRs, decide on your end goal, then set your key objectives to help you hit that goal. Your key results may be large goals, so setting smaller objectives along the way can keep you and your team focused on the end result.
One Word Goals
A fun method to try if you are stuck on setting goals or brainstorming with a team is the One Word Goal method. Think of one word — and only one! — to define your goal.
For health insurance agents, your word could be “help” or “close” or “sell” — anyone word that defines your overall goal. Language matters, and using a powerful word as your goal or mantra could help you re-center when the going gets rough.
Final Thoughts
Whichever goal-setting method you decide to try, make sure you spend time thinking about your desired outcomes. Where do you want to end up with your goals? If you have a clear and concise vision of the future you would like, setting a goal with achievable objectives will be much easier.
How Do I Learn More?
To learn more about the importance of goal setting, contact the experts at American Senior Benefits. Our affiliated licensed experts will be happy to answer any questions you have.
