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Essential E-mail Marketing For The Financial Industry

Recruiting agents is an ongoing process for every company that creates and produces

insurance products and their many affiliated insurance agencies that sell them. The reason behind this is the fact that the insurance industry has been facing a high agent turnaround for several years now. Things dont look like they will change in the near future so companies are looking for more effective ways to recruit and retain their employees.

New Recruitment Methods

Refining the companys recruitment solutions is one of the key factors that will help curb the aforementioned industry phenomenon. This includes finding other avenues to identify and reach out to new and seasoned insurance agents. This primarily includes making use of the best insurance agent databases available.

In order to ensure that your company is using the most efficient database information, you should ensure that the company that provides the said service can stand behind the information that they are selling. They should have agents who have related competencies in the financial industry. They should also be able to provide the most up-to-date database that is updated on the timeliest manner.


E-Mail Marketing and the Recruitment Process

Of course after obtaining one of the most comprehensive insurance agent lists available in the market today, you need to contact your prospects using all available communication channels. This means that you need to understand the type of professionals you are targeting. Other factors will also come into play eventually.

The search results that were made in the insurance agent database should already target and identify specific insurance agents that your company wants to appeal to. This means being able to create a specific profile and contact the individuals and other professionals that will fit into that said agent profile. This is a great way to eliminate all the other pieces of information that may clutter your search.

Once you have a good list in front of you, you need to trim it and narrow things down in case the list is still a bit too vague. You may use other factors like demographics to trim things down. The next step in the insurance agent recruiting process is to create a well-designed email to present your case.

Best advice that you will ever get in writing this recruitment email is to let a professional write it for you. Remember that these emails can be considered a work of art. Letting someone from your HR department compose the email for you will work a lot of wonders. They practically know how to balance the thoughts and when to put some needed white space to make the email absolutely professional.


The most important thing that you will hand over to your prospective employees in your insurance agent lists is a truly enticing job offer. This is one of the things in your email that you will have to work out yourself.

Remember to offer something that is of real value to the prospective agent. Remember to create your offer in the perspective of the agent. Make the offer completely relevant to his specific needs, which is where background research will come in handy.

You may want to ask your HR team about how to make the offer more unique. Finally, should summarize your entire offer in a closing sentence that your prospect will remember.

by: AdvisorDatabases
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