Recruiting and retaining top advisers, agents and employeesBlog added by Paul Wilson on June 15, 2011
Paul Wilson

Paul Wilson

Denver, CO

Joined: May 30, 2007

My Company


The most recent #prowebchat on Twitter was all about strategies for recruiting talented advisers, agents and employees. Chatters shared some of their top methods for attracting employees, the best places to look, and the top characteristics they seek in their workers.

Question 1: What is the most effective method you’ve found for recruiting new agents/advisers/employees to your firm? #prowebchat
    @InsuranceMktg Referrals! LinkedIn is also a great resource to scope out good talent. #prowebchat

    @lifeinsreviews Hi everyone. Networking through industry peers and getting other current employees involved in the search. #prowebchat

    @BrokersAlliance #prowebchat Media Marketing on industry portals has netted us over 300 new agents since the first of the year.

    @KestlerFG @ProducersWEB Referrals. There are also relationship mapping services that can help you find a "path" to a prospect/EE #prowebchat ^KK
Question 2: Do you turn to sites like LinkedIn? Are there industry-specific recruiting sites? #prowebchat
    @BrokersAlliance #prowebchat LinkedIn is still behind the curve, Face Book is excellent especially with women advisers.

    @AgentNavigator @laurenatpweb @InsuranceMktg IMHO, Linkedin is too clogged with spam to be really effective #prowebchat

    @laurenatpweb RT @InsuranceMktg: @laurenatpweb Job posting on LinkedIn works, but messaging is more personal and I've heard more successful. #prowebchat
Question 3: What do you offer as an employer that you think is most attractive to potential employees? Benefits? Salary? Culture? #prowebchat
    @paulwatpweb I keep reading about all the disloyalty in the industry. Are agents jumping around/chasing perks more than usual these days? #prowebchat

    @KestlerFG @paulwatpweb I'd say many are chasing freebies: trips, prospecting programs, leads, marketing $, etc. #prowebchat ^KK

    @KestlerFG @ProducersWEB Benefits and pay will get someone in the door, but culture is what cultivates careers as opposed to jobs. #prowebchat ^KK

    @BrokersAlliance #prowebchat Big hitters need big sticks and fences to swing at. Great corporate cultures know how to supply the bats & pay big for home runs
    @AgentNavigator @KestlerFG @paulwatpweb Too many drag the net "OUR TOP PRODUCER MADE $6,750 LAST WEEK." That attracts the wrong kind of agent #prowebchat

    @laurenatpweb @KestlerFG How do you create a culture that retains great employees? #prowebchat

    @KestlerFG @laurenatpweb We're a family business, so we treat each other as family; respect, support, and a lot of light-hearted fun. #prowebchat ^KK
Question 5: What qualities do you value most in your employees? How do you determine if candidates have them? #prowebchat
    @BrokersAlliance #prowebchat #1 Creativity and endless ideas. Imagination and out side the box thinking.

    @InsuranceMktg An honest passion for what they are doing...sometimes tested by trial and error. #prowebchat

    @KestlerFG @ProducersWEB Flexibility, determination, openness to change, entrepreneurial spirit, critical thinking. #prowebchat ^KK

    @Jeff_Howerton I want someone who cares as much about the clients as I do. The "seaseoned" Pros I have talked to see them as a pay check only. #prowebchat
Q6: Do you offer new agents/employees a lot of training and support or think it’s best to let them dive right in? #prowebchat
    @BrokersAlliance#prowebchat We have a huge inventory of educational videos that we have posted on several portals. Agents love our edutainment value.

    @KestlerFG @ProducersWEB Without at least some training, diving in can be discouraging and frustrating. #prowebchat ^KK

    @KestlerFG @ProducersWEB But you also need to allow plenty to time to put that training into practice. Mistakes are great teachers. #prowebchat ^KK

    @Jeff_Howerton @laurenatpweb I was expected to learn the book stuff on my own while being taught how to sell & close. Kinda sink or swim #prowebchat

    @paulwatpweb#prowebchat How does the amount/type of training vary between novice employees and veterans? New training vs. retraining.

    @KestlerFG @paulwatpweb Ours is remarkably similar for both, starting with the basics which are all-too-often forgotten. #prowebchat ^KK
Don't forget to join #prowebchat next week at 3 p.m EST on Twitter. We will be discussing the best strategies for advertising/ branding your firm so it stands out. Just search for #prowebchat and join the conversation!
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