INSURANCE
SALES TRAINING
The Fundamentals of Sales
INSURANCE SALES TRAINING
EMPOWER ADVISORS TO GROW AND MAXIMISE CURRENT ACCOUNTSÂ
iNSURANCE SALES Training
HELPING INSURANCE ADVISORS Generate, MAXIMISE & GROW KEY CUSTOMER ACCOUNTS.
The financial services industry is facing a crisis.Â
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.Â
Course Outline
- Increase repeat business, renewals and referrals
- Develop Strong Relationships with Clients
- Increase Account Revenue​
- Create Account Strategies For Growth
- Generate Awareness Of Products
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.Â
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
How We're different
We want you to get the best results from our sales training programs. That’s why we include post training reinforcement to maximise retention and implementation of new skills. We provide a post training debrief which includes sharing how to maximise results from the training and utilise pre-and post-assessments to ensure there’s a measurable impact after the training. Alongside:Â
WORKBOOKS
Workbooks that can be completed and saved digitally or printed are included for all modules to provide quick reference materials and to document new ideas.
reinforcement material
An assortment of sharable infographics, podcasts and articles are included to make reinforcing of new techniques easy.
DEVELOP INSURANCE SALES skills & BOOST CUSTOMER RELATIONSHIPS
EMPOWER ADVISORS TO GROW AND MAXIMISE CURRENT ACCOUNTS
LIVE IN-PERSON, LIVE VIRTUALLY OR ON-DEMAND LEARNING
CHOOSE THE TRAINING DELIVERY THAT WORKS FOR YOU
Live In-PERSON TRaining
E-LEARNING | SOCO ACADEMY
VIRTUAL INSTRUCTOR-LED TRAINING (VILT)
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.
INSURANCE SALES TRAINING IS available in
GLOBAL LANGUAGEs
SOCO Sales Training proudly provides regional teams with training in global languages including common European languages and APAC languages including Indonesian, Thai, Mandarin and Vietnamese. Regional teams can learn new skills in their native language while minimizing downtime and maximizing results. Training teams around the world so everyone can learn the same cutting-edge skills.
Insurance Sales Training PROGRAM 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
Get a quote or find out the right pillars and modules for your team. Our experienced program advisors are happy to help.