INSURANCE
SALES TRAINING

Empower Advisors to Grow and Maximize Current Accounts

SALES TRAINING FOR INSURANCE AGENTS

Empower Advisors to Grow and Maximize 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. Insurance sales advisors face competition from technology and many other competitors.

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

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

THE HARDEST PART OF BEING AN INSURANCE AGENT

The role of an insurance agent is not a simple job. They have to deal with a lot of challenges and uncertainties every day. One of the hardest parts of being an insurance agent is finding and retaining customers.

They have to constantly prospect for new leads, follow up with them, and persuade them to buy products. They must keep good relationships with current customers, give them great service, and deal with their claims and complaints. On top of that, they need to manage their time and resources for both selling insurance and servicing. 

Being an insurance agent requires a lot of patience, perseverance, and communication skills. The good news is that insurance agent sales training can help your team succeed in a tough industry by teaching them the skills and knowledge to handle these challenges and close sales.

Trophy for being the Award-Winning Training Provider
Best Training and Facilitation Skills
WHY companies CHOOSE SOCO

SOCO/ has won awards at the HR Vendors of the Year awards since 2014. These awards include Best Sales Training Provider, Best Digital Learning Provider, and Best Training and Facilitation Skills.

Industry-leading companies choose SOCO Sales Training to train their teams for a few key reasons:

•Great Eastern•

•Prudential•

•Sunlife•

•Etiqua•

•Generali•

What our clients have to say about US

Chau Tran
Chau Tran
2024-01-29
Thanks Mr. Jason and Soco. I had great training days in Malaysia with Mr. Jason 🤘. Great experiences and received good and helpful advice and skills for sales job ! High recommendation for Sales courses
Admissions Manager
Admissions Manager
2023-11-19
It was an engaging session with lots of tips that the team was able to use in their daily work. Tom was excellent in connecting with various people within the team and kept them involved in the discussions. Highly recommended.
Fred Fischer
Fred Fischer
2023-10-11
The SOCO team facilitated a workshop that exceeded our (already high) expectations. Engagement from our sales team, especially those disgruntled to have been taken out of the field, was phenomenal....I could not have achieved our learning objectives w/o SOCO's assistance. I am looking forward to leveraging your team again soon.
TIPWAN WONGPAN
TIPWAN WONGPAN
2023-08-23
Thank you for sales skills and knowledge sharing. It was a fruitful training. So much fun and Tom encouraged me a lot.
Laura Chong
Laura Chong
2023-07-31
Great session with Allen! He was knowledgeable and tailored the session to our needs. Session was engaging as well with the use of roleplays.
Jereme Chong
Jereme Chong
2023-05-29
Great training provider, was attentive and ready to assist with any requests. Would definitely use them again for other training needs.
Jason Cabute
Jason Cabute
2022-10-27
We had the training sometime in September. We appreciate the great course, and it has helped us to better serve our customers.
Jon Cronin
Jon Cronin
2022-01-28
Engaging, thoughtful training with a real insight into the world of sales.
karami omar
karami omar
2020-05-27
The virtual learning experience has boosted my confidence level. So many new ideas apart from refreshed ones have been shared. Will definitely share with my partners and team members. Well Done SOCO!

INSURANCE SALES AGENT TRAINING

Empower Advisors to Grow and Maximize Current Accounts

INSURANCE SALES TRAINING

Course Outline

Insurance Sales Training - Grow, maximise & generate business

This customer-centric Insurance Sales Training program is for insurance agents responsible for generating, retaining and growing customers accounts. Instead of generic sales skills, 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 use these skills in their current accounts. They will learn through various activities like discussions, role-plays, case studies, videos, and Q&A sessions.

Duration

1 Day or Multiple 80 Minute VLT Sessions

For who

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

Format

Live Workshop or
Virtual Instructor-Led Training 

HOW DO YOU SUCCEED IN INSURANCE SALES?

To achieve success in insurance sales, you need to have a passion for helping people and solving their problems. You need to understand the insurance industry and the products you offer, and how they can benefit your clients. 

But you also have the opportunity to earn a high income and enjoy a flexible work-life balance. So what are some keys to achieving success in insurance sales?

Here are some tips to improve your sales process:

You need to have strong sales skills, such as listening, asking questions, presenting solutions, and closing deals.

Build a solid customer base, by generating referrals, networking, and marketing yourself.

Clearly explain the importance of insurance to your prospects and address any doubts or worries they may have.

You need to handle rejections gracefully and learn from your mistakes.

You need to maintain relationships with your clients, by providing them with ongoing support, service, and education.

Use technology like CRM software, social media, and online tools to make your work easier and reach more prospects to sell to.

By following these tips, you can achieve your sales goals and grow your insurance business. We cover all of them in our training as well.

How We're different

We’re committed to delivering on these three promises: customized programs, effectiveness of training, and ongoing support. 

Our tailor-made program is meticulously crafted to suit your team’s unique needs. Our commitment extends beyond just training – we guarantee effective, results-driven learning experiences that genuinely work for your team. 

And it doesn’t stop there. Our dedicated team is always by your side, providing continuous support throughout the entire learning experience. We’re not just promising, but we’re delivering a comprehensive and customized approach at every step, ensuring your success and satisfaction.

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.

ON-GOING SUPPORT AFTER TRAINING

Reinforcement
Content


SOCO provides 4-12 weeks of content after the workshop to help reinforce the in-class learning.

Post Training Evaluation


We conduct an in-depth assessment of the learners post training to evaluate what they learnt and how they will implement it.

ROI Maximizer & Next Steps


To ensure you get the most out of the training and your investment we conduct a debrief call to highlight next steps needed and recommendations on how to maximise effectiveness.

DEVELOP INSURANCE SALES skills & BOOST CUSTOMER RELATIONSHIPS

Empower Advisors to Grow and Maximize Current Accounts

HERE'S A PEEK INTO OUR TRAINING SESSIONS​
FREQUENTLY ASKED QUESTIONS (FAQ)

Without proper training, agents are left to figure things out on their own. This natually decreases win rates and increases turnover due to frustration.

Equip your insurance agents with the know-how to navigate the challenging insurance world, connect with clients, and drive more sales. In this ever-changing industry, keeping your sales team trained means staying on top and ensuring happy clients. It's an investment in growth and success that pays off in the long run.

Yes, hiring a sales trainer can be a valuable investment for your sales team.

An external sales trainer brings several advantages:

  • Diverse Experience: External trainers have experience training different companies and industries, allowing them to share best practices and insights from various sources.
  • Continuous Learning: External trainers are constantly updating their knowledge and techniques, ensuring that they bring fresh and up-to-date strategies to your team.
  • Objective Perspective: External trainers offer an objective view of your team's strengths and weaknesses, providing unbiased feedback and tailored training solutions.

As compared to an internal trainer, these are some of the insights that they may not have. By hiring an external sales trainer, you can leverage their expertise to help your sales team perform at their best and stay competitive in the market.

The average cost of Insurance Sales training can vary significantly depending on the provider and duration of the training. Companies can expect to pay between $400 to thousands per learner. 

Insurance Sales training can be delivered live in-person, live-virtually, via e-learning or a combination of methods referred to as 'blended learning'.

Training sessions can vary in length to accommodate different needs. They can be delivered as short 90 minute sessions delivered via web conferencing software or can span 1-3 days in-person.

This flexibility allows us to cater to your preferences and scheduling constraints, ensuring everyone can receive the training they need no matter how busy they are. 

SOCO's insurance sales training courses are designed to boost your team's skills and confidence.

We dive deep into strategies for increasing repeat business, renewals, and referrals. Building strong client relationships is a key focus, and we show you how to elevate account revenue.

Our training doesn't just stop there; we help you craft effective account strategies for sustainable growth and ensure you're well-versed in creating awareness around your products.

Here are some of the key topics included in our Insurance Sales Training program:

Increasing Repeat Business, Renewals, and Referrals: Learn effective techniques to enhance customer satisfaction and loyalty, encouraging repeat business.

Building Strong Client Relationships: Develop interpersonal skills to establish and nurture trust with clients.

Increase Account Revenue: Gain insights into upselling and cross-selling techniques, maximizing revenue from existing accounts.

Crafting Effective Account Strategies for Growth: Learn how to analyze client accounts and develop personalized growth strategies.

Generating Awareness Around Your Products: Explore marketing and communication strategies to increase product awareness.

Measuring the ROI of sales training involves tracking key performance indicators (KPIs) before and after the training to assess the impact on your business. Examples of some of the KPIs tracked include increased sales revenue, higher closing rates, improved customer satisfaction, and shorter sales cycles.

We are committed to serving clients around the world. Our training programs have been successfully delivered in various international locations includeing all APAC countries, Europe, Canada, and North America. Regardless of your organization's location, we can work with you to provide high-performance sales training solutions tailored to your specific needs and objectives. Our global reach ensures that businesses in different countries can benefit from our expertise in optimizing B2B sales teams.

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.

nsurance-sales-training-booklet

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.

 
 
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