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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...

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Even if you are just starting out you have an insurance sales tip or two that even the best sales pro on the planet may have forgotten. Your fellow agent and financial planner sales tips are below.

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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?

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What Other Insurance And Financial Pro's Have Said

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

Advisor Versus Sales Person 
Flattery, manners, and honesty will get you further in the long run. If you feel you need to be deceptive, your product sucks. View yourself as an advisor …

Things Work Differently In South Africal 
Hi, I must say that I surely enjoy reading your tips and pages etc etc. But unfortunately in my case things work a little different here in South Africa. …

Child ID Kits 
I like to use the child ID kits we get from our resource center to pass along to families for setting up an appointment. This is a good method of showing …

Let Me Think About It Objection and How To Overcome It 
Let Me Think About It Objection and How To Overcome It: When a prospect has to take time to think about it or discuss it with others I tell them that even …

my ending statement 
....insurance is a necessity not an option....

Referrals And Your Clients Best Interests 
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 …

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. …

Job Fair Prospecting

"Looking for a Job?" 
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 …

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 …

Ask For Referrals 
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 …

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 …

Wife Insurance & Guardian Insurance 
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 …

Insurance Closing Tip 
Closing Tip: Explain your product, downplay term, and then comes the trick. Flip out a pitch pad with three face amounts and premiums. As you hand them …

The Bill that pays for all other bills 
Insurance premiums are often viewed as an additional bill by prospects. However, this additional bill will take care of all other bills in the event of …

Free Gift Insurance Prospecting Script 
Free Gift Insurance Prospecting Script... This is brandy with ____ we are in your area today giving out free gifts I would like to drop yours off which …

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 …

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 …

The Best Insurance Selling Tip I Ever Got! Not rated yet
The best insurance selling tip I ever got is to paint the picture. Let them know that John's heart is going to explode and Mary is going to have to have …

Closing technique using AIDA Model Not rated yet
AIDA MODEL which I tested, and so effective in selling insurance: 1. A - Get their ATTENTION 2. I - convey their INTEREST 3. D - burn their DESIRE …

Knights Of Columbus Life Insurance Marketing! Not rated yet
One suggestion regarding life insurance marketing: Study the Knights of Columbus and analyze the reasons for their success. None of the fraternal …

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Starting The Negotiation Process Not rated yet
I FIND STARTING THE NEGOTIATION PROCESS WITH A LIGHT CONVERSATION HELP EASE THE TENSION AND GAIN SOME TRUST FROM THE CUSTOMER. ONCE THE CUSTOMER FEELS …

'Yes' Insurance Selling Questions and Closing Not rated yet
I will describe briefly how this technique works when it comes for selling insurance. The main idea is to ask several questions where the answer should …

100K Is Enough Objection! Not rated yet
When meeting with husband and wife and before you can even begin the financial needs analysis small talk discloses he has $100,000 coverage and he says …

The Best Sales People Have The X Factor Not rated yet
WE all have read numerous sale tips that help make the sale. And knowledge is power as you know. But, it is the x factor that truly makes the sale. Call …

Client Warm Up Not rated yet
1. First talk while smiling. 2. Analyze their needs and implement that in your plans. 3. And keep them thinking positive.

Quoting and Earning Not rated yet
Give a quote to your client as how they earn weekly, fortnightly, semi monthly or monthly.

Mortgage Protection Sales Not rated yet
1) Ask what future they would want to provide for (names of kids and partner) when they die or become critically ill. Shut up and let them speak. Guide …

50 Cents A Day Not rated yet
Always reduce the premium to as low a multiple as possible (i.e. the cost is only 50 cents a day).

Optimize Your Clients Not rated yet
MY Sales Mantra: "Meet a client worth $100 to $ 1,00,000, without thinking will he be of any help as a business source, because the $100 client will …

Needs and Greed Not rated yet
Always consider what the client's needs. Always sell yourself. Don't be too greedy.

I don't have money to spare Not rated yet
Hi! I am B.R.Majumder, better known as BRM and many call me the Guru in the business of Direct Sales of financial services and life insurance in Kolkata, …

Things Are Not Different In Your Country! Not rated yet
Tip? Don't think YOUR MARKET / YOUR COUNTRY is "a special case. The rest of the world is wrong"... Particularly aimed at the S. African gent. If I had …

Having A Chat and Making The Sale Not rated yet
I often feel that pushing the sale at the end of the call means that the customer has little to no interest. Most customers I have spoken to in the past …

Personalize Each Sale Not rated yet
Story sell. Make your potential buyer the focus of your attention, listen and give personal advice. Don't reach into the sales kit and bring out another …

Tax Return Marketing Technique! Not rated yet
Effective tax return marketing technique: Make a copy of page 2 of the clients 1040 return. Circle the tax liability, and write a note next to it saying, …

Use controlling questions Not rated yet
Use controlling questions as well as yes questions which encourages the conversation in the direction you wish. Then show them multiple options before …

Funeral Homes Not rated yet
Talk to people that lost a love one recently. You talk to all the funeral homes in your area and make an agreement with the funeral director so you can …

Sinking Ship Sales Tip Not rated yet
If you don't like the cost of it now, you won't like it in 5 years. You're on a sinking ship! Managing General Agent.

Think Big And Get More Leads Than You Can Handle Not rated yet
My experience is that you always think a little amount of prospects will get you somewhere. No, Think Big! You need get more leads than you can handle. …

Life Insurance Selling Tip Not rated yet
Life Insurance Selling Tip: When you are going to the customer's place, first check out the surroundings and prepare yourself in how to mingle with him …

Morning Routine and Income Generating Activity Not rated yet
Setup your mornings for success. Evaluate your morning routine, and reorganize it to include income generating activity. Make sure you have a plan …

Stop Selling Not rated yet
Stop selling and start listening.

Need vs Want Not rated yet
"We don't take insurance because we going die...we get insurance because we're going live. It is better to have life insurance now and not need it now, …

The Extra Mile Not rated yet
I think that the most important thing when meeting with a client is honesty and being willing to go the extra mile to help them. In today's world people …

Family Man Not rated yet
1. Put a picture of your whole family, including your grandparents, on the background of the computer that you will show to the potential client.

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Online insurance inquiries Not rated yet
Re: Online inquiries Opening question after quick intro (Name) would you be open to sharing with me a little about your situation and what prompted …

Life Insurance Savings Plan Tip Not rated yet
If nothing happens to you, this life insurance savings plan becomes your savings! And if anything were to happen during this period time, you'll be protected …

Vist clients at their home... Not rated yet
I suggest visiting clients at their homes because they are most comfortable in that place. This allows you to get away from the office for awhile or go …

Whole Life Insurance Sales Tip Not rated yet
Whole life insurance sales tip: We know that some people want all the details. They are very analytical. Others are just conceptual, so they don't need …

Bread and Butter Deals Build Client Base Not rated yet
Do Bread and Butter deals regularly to help keep cash flow consistent and to help build up a large client base, which will lead to more referrals and constant …

Where is your life insurance? Not rated yet
Pivot, using the term "by the way where is your life insurance" is a great opening for a conversation. Every telephone call is an opportunity for a sale. …

Life Insurance Sales Tip Not rated yet
Here's how this life insurance sales tip works. It's very simple but effective... When the customer wants to put off the decision, tell them, "Mr and …

relationship manager Not rated yet
know the customer and suggest a suitable product for their needs, and make the a confident recommendation. Show the benefits and advantages, always smiling. …

insurance tips Not rated yet
1. Know your product well... 2. have confidence in yourself 3. learn which prospect is genuine 4. don't stoop down to the level of begging 5. don't …

Insurance Equals Income Replacement Not rated yet
LIFE INSURANCE IS THE REAL FINANCIAL PLANNING FOR EACH &EVERY PERSON.IT INCREASES OUR VALUES ,IT GIVES PEACE OF MIND,IT IS THE REAL SOLUTION FOR FUTURE …

Look Beyond Your Commission Check Not rated yet
Look beyond your commission check and make friend first. In my experiences as a Sales Person, notwithstanding the industry in which you practice it is …

Easy Conversation Generates Leads Not rated yet
Easy Conversation Generates Leads: I learn as much as I can about the family or client's situation before speaking to the client. I attempt to find …

Health Life Insurance Sales Not rated yet
When meeting a client at their home....suggest to sit at the kitchen/dining room table. Use eye contact and always start out asking them fact finding questions. …

Inurance Sales Close Not rated yet
"I can understand that making a decision that involves making an investment in your families future well being, with no guarantee of a return can be difficult. …

Increase Your Chances Of Closing Not rated yet
This tip will increase your chances of closing... I use this tip in every meeting with a client: when a client asks a question, before replying with …

Incentive  Not rated yet
Incentive to agents short term as well as long term regular contact, meeting, and seminar.

make customer your agent Not rated yet
Make five or more customer as your agent. Meet them daily. It is possible that even one customer can give you a better lead.

Tom Stuart Not rated yet
Always leave the price until last. Get the prospect interested in the benefits of your product before revealing the cost.

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.

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 …

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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 …

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 …

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 …

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