How to Succeed as a New Insurance Agent

Beginning a new career is an exciting time!  And you want to make sure you do everything you can to ensure your success. 

When it comes to working in the insurance industry, there are tons of things to consider...from the products you want to specialize in, to the agency to want to work with, to how you will find your leads. Where do you start? 

We know how much there is to think about, and we want to help!  Join us on Tuesday, July 21 at 2:00pm ET when VanillaSoft’s in-house insurance expert, Bergen Wilde, will be joined by David Duford, founder of, a virtual insurance agency that helps new and experienced agents become top producers. David is THE expert on how you can have a successful insurance sales career. Join us as we discuss: 

  • how to choose the right product line for you
  • the importance of choosing an agency that’s a good fit 
  • how to ensure your lead funnel is continually filled
  • how work ethic and having the right mindset play a key role 

And, I’m sure there will be a few other tips and tricks! 

So whether you’re just starting out, or you’re making a career change, you don’t want to miss this session. Register today!

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David Duford

David Duford

David Duford owns, a virtual insurance agency helping new and experienced agents nationally become top producers in final expense, Medicare, and annuity sales. He is the author of 3 best-selling insurance sales and marketing books, including “The Official Guide To Selling Insurance For New Agents, “The Official Guide To Selling Final Expense Insurance,” and “Interviews With Top Producing Insurance Agents.” David is also a YouTube Influencer in insurance sales with nearly 14,000 subscribers and more than 1.7 million total views.


Bergen Wilde

Beginning his sales career with the family flower business, Bergen Wilde moved briefly into federal politics as a campaign manager. Transitioning out of politics – almost – Bergen spent a few years selling SAP data archiving consulting services to the federal government before moving into document management software sales. Loving the energy in smaller companies, he joined a colleague’s start-up document management firm in a sales and marketing role where Bergen discovered his true calling – product marketing. After 18 years in sales, Bergen now leverages his experience as the Head of Product Marketing for VanillaSoft, the leader in sales engagement software.