Four Tips to Make Your Presentation More Effective
It’s time to present your products to your prospects, and you want to close the sale. You’re preparing a presentation, but you want to hit it out of the metaphoric ballpark, by selling the right products and making your prospects feel like you really “get” them. Here are some insurance sales tips to make your […]
Insurance Sales Training : 5 Tips For Growing Your Business
When it comes to insurance sales, it’s often the little things that make the difference between closing a deal and landing a new client, and driving a potential client away unwittingly. These five insurance sales tips are intended to help you tighten up your sales approach so that you are more approachable and easier to talk to, which […]
The Roles and Responsibilities of a Life Insurance Agent
When working as an agent for a wholesale life insurance brokerage, you have several roles and responsibilities. Try to avoid focusing on just one of these roles. Instead, make an effort to be well-rounded in all of these roles, and you’ll see the results with good commissions and a burgeoning clientele. Educate Your Clients. As life […]
Insurance Sales Tips: 4 Things You Need to Know to Get in the Door
According to the American Council of Life Insurers, Americans purchased $2.9 trillion of new life insurance in 2010, 3 percent less than they purchased the year before. By the end of 2010, total life insurance coverage in America was $18.4 trillion. That was an uptick of 2 percent from 2009. Today, industry experts predict this […]
Understanding the Differences Between Life Insurance Products
If you are involved with a wholesale life insurance brokerage, your success is contingent upon your ability to interact with your customers, your passion for your craft, and most importantly, your product knowledge of the insurance you are selling. There are two main types of life insurance: term and whole life (whole life includes subtypes including variable […]
Six Time Management Techniques to Boost Your Insurance Sales
Feel like you’re spinning your wheels but not getting things done? It isn’t your salesmanship – it’s time getting away from you. Most lists of insurance sales tips don’t include time management. And yet, getting control of your time is one of the best things you can do to get your sales back on track. So follow […]
Sales Tips for Beginners
Every broker needs a few insurance sales tips when starting his or her sales career. There are three time-tested approaches to selling insurance. Any one of them can be effective based on the circumstances and needs of your particular customer. Become familiar with all three, and you will have the resources you need to appeal to virtually […]
The Importance of Diligent Case Management
Life insurance sales are about more than simply closing deals. It is about helping your customers find life insurance policies that work for them and to see them through the application process. After all, a sale is not complete until coverage begins. Follow these three easy steps and experience how due diligence can increase life insurance […]
Life Insurance Sales Tips: Leverage a Newsletter
As a broker you are always on the lookout for opportunities to increase life insurance sales. Finding new and innovative life insurance sales tips and ways to engage potential and existing clients is an ongoing challenge. At eFinancial, we talk to brokers everyday who ask us for advice. We are often surprised to learn just how […]
Life Insurance Brokerage Tip: Educate Your Clients
Educate your clients to close deals. In order to make the case for life insurance, you must help your customers understand the many benefits of life insurance coverage. Whether you are dealing with an existing customer who is in need of additional coverage or a potential customer, it is up to you to engage and educate. […]