insurance sales training

INSURANCE SALES TRAINING

EMPOWER ADVISORS TO GROW AND MAXIMISE CURRENT ACCOUNTS 

iNSURANCE SALES Training

HELPING INSURANCE ADVISORS Generate, MAXIMISE & GROW KEY CUSTOMER ACCOUNTS.

The financial services industry is facing a crisis. 

Trust is at an all-time low, which makes generating new business challenging. Not to mention that insurance sales advisors are now competing with technology, complex, intangible products and, of course – endless competitors.

That’s why SOCO’s Insurance Sales Training program equips participants with the vital application skills needed to identify opportunities in current customer accounts. As well as generate new business and focus on high ROI activities such as upselling and cross-selling. 

50000 +
SALES REPS TRAINED
1000 +
E-LEARNING STUDENTS
20 +
COUNTRIES
5 +
LANGUAGES
INSURANCE SALES TRAINING

Course Outline

& BENEFITS

Insurance Sales Training - Grow, maximise & generate business.

This customer-centric Insurance Sales Training program is for financial advisors responsible for generating, retaining and growing customers accounts. In particular, it focuses on building trusted relationships with customers. Because, without trust, insurance advisors struggle to connect with prospects, identify their needs or even broach the subject of money. 

In this program attendees will learn how to apply these skills to existing accounts by learning through a combination of strong content, interactive and industry-specific activities, group discussions, role-plays, case studies, engaging videos and Q&A’s.

Duration

1 Day or Multiple 80 Minute VLT Sessions

For who

Financial advisors who are responsible for securing new customer accounts while maximising existing.

Format

Live Workshop or
Virtual Instructor-Led Training 

DEVELOP INSURANCE SALES skills & BOOST CUSTOMER RELATIONSHIPS

EMPOWER ADVISORS TO GROW AND MAXIMISE CURRENT ACCOUNTS

PROGRAM DELIVERY OPTIONS
LIVE IN-PERSON, LIVE VIRTUALLY OR ON-DEMAND LEARNING
CHOOSE THE TRAINING DELIVERY THAT WORKS FOR YOU

VIRTUAL INSTRUCTOR-LED TRAINING (VILT)

ENGAGING, IMMERSIVE & INTERACTIVE LEARNING EXPERIENCE THAT REPLICATES AN IN-PERSON CLASSROOM VIRTUALLY

All of our live virtual training programs are highly engaging and interactive. Our VILT solution leverages over 20 years of sales expertise with video and digital technology for learners to benefit from a virtual classroom experience that replicates in-person learning. We achieve this by using a combination of chat, polls, and live discussion to participate in the training. As well as encouraging the use of breakout rooms for group discussions and sharing critical points to reinforce training.

E-LEARNING | SOCO ACADEMY

flexible, affordable and EFFECTIVE - on-demand learning.

SOCO Academy is an instant, flexible and effective solution to learning advanced insurances sales techniques right away. Want to start learning new skills tonight in your pyjamas or during your morning commute? The choice is yours. Join SOCO Academy and learn how to network online at your own pace.

Live In-PERSON TRaining

FUN, HIGH-ENERGY & COLLABORATIVE CLASSES

SOCO’s onsite training, brings our experienced instructors to you. Learners can learn new skills with their colleagues, while engaging in role plays, brainstorming exercises and active group discussions. They’ll receive immediate coaching and feedback throughout the session so they leave the session with new skills that have been learnt, practiced and fine tuned.

INSURANCE SALES TRAINING IS available in
apac LANGUAGEs

SOCO Sales Training proudly provides regional teams with training in four APAC languages: Indonesian, Thai, Mandarin and Vietnamese. Regional teams can learn new skills in their native language while minimising downtime and maximising results. Training teams across Asia so everyone can learn the same cutting-edge skills.

Insurance Sales Training PROGRAM MATERIALS

INCLUDED TRAINING MATERIALS

All participants receive complete Insurance Sales Training workbooks, post-training reinforcement content and access to our exclusive community Facebook group for ongoing support.

DEVELOP FINANCIAL SERVICEs SELLING skills & BOOST CUSTOMER RELATIONSHIPS

START EMPOWERING ADVISORS

Get a quote or find out the right pillars and modules for your team. Our experienced program advisors are happy to help.

 
Scroll to Top

SUBSCRIPTION
SUCCESSFUL

More sales content coming on your way.