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Your Insurance And Financial Planning Sales Techniques Resource Page

Review your fellow agents and planners best financial planning and insurance selling tips and see if you can incorporate them in your sales appointments...

What Is Your Favorite Sales Tip?

Do you have a favorite sales strategy that works for you? Maybe you have a 'one-liner' that you get a good response from. Or, maybe you have an entire script? Why not share it with your comrades on the front lines?

Click below to see contributions from other visitors to this page...

Postcard Lead Generation System Part 1 
I am starting a postcard lead generation campaign. I have 2 postcards that I have created and I use them in conjunction with a company postcard and a ...

Closing Technique 
If in a sales meeting with a married couple, always find an excuse to leave the room after your presentation but before you close so they can talk with ...

Charity Life Insurance vs Final Estate Plan 
Recently we started a "guaranteed-issue" (must pass a few health questions concerning "major illnesses")charity life insurance program - a limited pay ...

80% Of My Insurance Sales Comes From This Technique... 
The "Warm Up" is most crucial in the begining stages of your sales presentions. Without a effective warm up your chances of a sale will deminish.

An ...

25 Year Old Agent Gets Referrals Like He's A 30 Year Veteran Financial Advisor!

Prospecting Lenders: Take it to the Bank, Literally......... 
Almost all lenders require term life as collateral for personal loans. Network with loan officers of banks in your area that don't already sell life insurance....

Proven Life Insurance Prospecting And Upselling Tips 
This is not a sales tip, but a prospecting tip:
I work with the senior market and I am always looking for prospects.

One thing I find that works for ...

Prospecting Tip: Contacting The Claimant 
If I have an insured that causes an accident I always contact the claimant and follow up with the claim number. I also offer the use of my fax machine ...

Going Beyond Your Needs In The Sales Process 
An easy way to stand out from the crowd among other sales professionals is to say something like the following during, before you start, or just prior ...

CLOSING TECHNIQUE 
IF A CUSTOMER SAYS THAT HE DOESN`T WANT TO BUY INSURANCE POLICY BECAUSE HE WANTS TO PROTECT HIS MONEY And HE DOESN`T WANT TO GIVE IT TO OTHERS FOR THE ...

Introduce with an unexpected comment  Not rated yet
For example. Put down something that the customer would think you would pitch to them that is good profit for you and not good value for them. then when ...

what they want  Not rated yet
What I do is ask the prospect, what type of insurance he/she is looking for. They will tell me. I might suggest something else, but normally, I give them ...

Marketing and Business Development Insurance Executive  Not rated yet
Before all, let me describe my company business.

- We are an insurance broker who deliver the expertise of risk management by providing services to ...

5 Prospects Per Day  Not rated yet
My sales tip is to see 5 prospects per day to insure you'll close more sales.

Business Referral Club Lead Generation Tip  Not rated yet
Re: A business referral lead generation tip.

I started a business referral club eight years ago. The difference with our club is that all members are ...

Asking Questions  Not rated yet
Don't give multiple quotes. Ask lots of questions and make one qualified recommendation based on those questions answered.

Referrals And Your Clients Best Interests  Not rated yet
The best advice I can give, having sold many different types of products, is to put yourself in your client's shoes. In no other type of sales is empathy ...

Insurance for consumer loans.  Not rated yet
How to get insurance for consumer loans: When closing a loan with a customer, the best way I have found to overcome price objections is to ask the customer ...

Listen for Your Potential Client And They'll Close The Sale!  Not rated yet
Usually with friends or neighbors, once they know I'm selling insurance, during a conversation they'll jump in with little tid-bits to get a little light ...

A sales tip to get a superior percentage of your life insurance and annuity sales calls.  Not rated yet
If you want to close a superior percentage of your life insurance and annuity sales calls, raise the size of each case and earn more commissions, then ...

My favorite sales tip  Not rated yet
My all time favorite tip is to always be courteous and nice to the customer. Even if they aren't being such a nice guy or gal. Remember, they might be ...

Get Your Prospect Talking About Themselves...  Not rated yet
Get the client talking about themselves, their jobs, so that they know you're there to help look after them and their loved ones. This will help establish ...

Job Fair Prospecting

"Looking for a Job?"  Not rated yet
I attend job fairs - not to find a job - but to find prospects. The people who represent the business' have already set aside X hours to talk to people ...

Ask For Referrals  Not rated yet
Before you leave a customer's office or their home, ask them for a referral. When you deliver the policy to them, ask for a referral. With the cost of ...

Investments and Critical Illness Insurance  Not rated yet
For those advisors who SELL INVESTMENTS , show your clients how you can reduce thier fees by using managed programs. Take the savings in fees and buy critical ...

Selling Honesty  Not rated yet
Be honest with clients and let them know what they need. If you've educated them properly, they can make a more informed decision rather than them just ...

Wife Insurance & Guardian Insurance  Not rated yet
Whenever I'm in front of a couple, and start the fact finding process I'll simply ask, "how much wife insurance do you have?" They'll look at me and clarify ...

Fact Finding Tips And Probing Questions  Not rated yet
#1. When you are with a prospective client for whatever reason, always, and I say always probe through using some type of fact finding method to uncover ...

Internal Consumption  Not rated yet
It is always great when one is fortunate and prepared to handle all aspects of the sales cycle. Regardless of your strengths and weaknesses, everyone ...

Postcard Marketing Tip  Not rated yet
Simple yet effective postcard marketing approach: I send out a direct mail postcard to all my customers once a year. It basically asks for them to call ...

Life Insurance Closing Tip  Not rated yet
Mr & Mrs Client, the company knows you need to think about it. While your thinking about them, they need to think about you to. Most folks I work with ...

Appointment Setting Tip  Not rated yet
Getting the customer on the phone is always difficult because we never know when they are are home. So I leave a message that they have been picked through ...

Here's more insurance selling tips from an agent on the front lines successfully selling.

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Insurance Leads Advisor