Insurance Sales Training to get you on the right track.
For those getting started in insurance, or old hands to the trade, we're here to provide training on beginning to advanced concepts in Life and Health Insurance to increase your sales, help you make a living, and help you benefit your clients. Over ninety percent of agents fail in the first two years. The reason is simple. They cannot make a living in insurance because they do not make enough sales, so they go back to doing something else. This is absolutely caused by lack of training.
Training for new insurance agents
New agents come out after they get their license excited to succeed. Most are then handed a stack of lead cards, told to buy leads from somewhere or work some old leads, with very little training on products. A lot of new agents are being trained by recruiting agents with little or no field experience, or those who have field experience in the past but do not understand how to teach an agent what they know to do. The end result is discouragement of a new agent who thought they could succeed, and a likely return to a job outside the field.
Do you want to be an insurance salesman, or have a career in Insurance?
The answer seems simple, but most people don't consider the difference between the two. We all look at the movie Groundhog day and laugh at the character that runs across the street every day trying to sell insurance in the same skeevy way, and everyone in the theater laughed when Bill Murray punched him the face when he got fed up with his behavior. None of us thing we want to be that guy, but if you listen to the training given by many sales trainers and follow it to the letter, you are literally making yourself into that character.
What we want to turn into is the sort of advisor that someone turns to when they need help with a problem, because you know the answer. Not the commission chaser who pushes people into buying things against their wishes. The last thing anyone starting in this field wants to become is a Ned from Groundhog day, but the chasing of commissions and poor training often push people into high pressure salesmen, rather than proficient insurance professionals.
Selling insurance professionally and ethically
When you know what you are doing in insurance, the product sells itself. The best feeling is going to someone who found you because they had a problem, and you knew the solution. You improved their situation and their security, while in some cases even saving them money from a mistake an agent before you had made. Deals like that happen every day. You just need to know how to do them, and where to find them.
Insurance Sales process training from lead to client
We will help you with the process of finding new leads, converting those leads to clients, and show you how to service your book of business so that they do not need to look outside your reccomendations for added insurance, because you are proficient in all lines of personal financial protection insurance. Learning to do this properly is how you become a true career professional in insurance, and not just a salesman who can close a sale, but does little to provide the value representative of the commission they earned from the sale.
We cover topics such as:
- Cold Calling
- Finding leads
- Contacting Leads
- Setting the appointment
- Presenting the products
- Closing the sale
- Asking for referrals
- Cross Selling
- Follow up and working your book of business
Going beyond selling a policy, but becoming a full insurance professional is what turns you from a salesman to a career professional. We help you with how to do the steps easily and quickly move from case to case so you can make it in this industry.
Life and Health Insurance Training
We have training for both life insurance and health insurance based products, including advanced training on how to fully set up a clients estate to prepare for transfer and retirement, and the most cost effective methods of financial protection for younger persons. Insurance lines covered include:
- Life Insurance
- Health Insurance
- Medicare
- Medicare Supplement
- Medicare Advantage
- LTC
- Disability
- Annuity
- Supplementary insurance
Based around knowledge of all products, you will be able to offer your clients options for their financial and personal health protection, using concepts that agents without years of training would find it very difficult to understand.
Cross Selling
We will show you the process and strategies to moving from the orignial sale to other products. You could be leaving thounsands of dollars of income for other agents to handle, when you could be the only advisor for your clients health and life insurance needs.