Agency owners search "how to recruit insurance agents" and "how to recruit life insurance agents"; candidates search for an insurance agent community before they commit.
1. Decide who you are hiring
Licensed agents switching agencies, career changers who still need a license, and part-time agents are different hires with different timelines. Pick the one your training and leads can actually support.
2. Describe the opportunity honestly
- How agents are paid, including commission splits, any advances and how chargebacks work
- What the agency provides: leads, training, mentorship, tools
- What agents pay for themselves: licensing, exam fees, E&O coverage, leads
- What a normal first 90 days looks like
3. Find candidates
- Referrals from your current agents, who know what the job takes
- Licensed agents at other agencies looking for better support
- Career changers from sales, service and teaching
- Job boards and local networking
- Your own posts and videos about what the work is really like
When you contact candidates by phone or text, follow do-not-call and consent rules the same way you would for clients.
4. Let them see the team before they commit
An open information session, a recorded day-in-the-life, and a chance to ask current agents questions do more than any pitch. Candidates want to know who they will work with.
5. Screen with a real conversation
- Talk through why they want the job and what they expect to earn
- Run a short role-play of a first call
- Agree a licensing timeline if they are not licensed yet
6. Get them licensed and onboarded
Pre-licensing education, the state exam and any fingerprinting or background requirements vary by state and line of authority. Once they are licensed, follow the insurance agent onboarding checklist.
Recruiting with Allied Tribes
- A public Tribe page candidates can find and join, so they see your team before they apply
- Free events with RSVPs for information sessions, held in built-in live video rooms
- Lessons for your own pre-licensing study plan and onboarding
- Points and leaderboards that show candidates what the team celebrates
- Child Tribes so each office or downline recruits into its own space
Allied Tribes does not handle licensing, appointments, contracting or commissions. See Allied Tribes for insurance agencies and for IMOs.
Open your agency's Tribe
Start free and invite your first candidates to an information session.