First of all, take the initiative to say hello to each other, you can talk casually, and then ask each other's work unit by the way

First, greetings are essential and must be polite and considerate.

Second, we should talk about family life and get to know each other.

Third, know more about other people's needs and know exactly how to speak! At this time, tell him (her) that he (she) is an insurance agent truthfully, and you can also introduce relevant insurance products in time.