Sales and business development training

THE ART OF GETTING QUALITY REFERRALS

Overview

In the pursuit of new business, every salesperson would prefer to approach someone who is a “hot lead.” Few people want to call prospects “cold” or a group of business owners provided by a list broker. That’s why it’s important to get in the habit of regularly asking for referrals. The acquisition of quality referrals helps build healthy, robust and productive sales pipelines.

Outcomes

As part of this training, you will:

• Understand why you deserve to ask for referrals, whether you’re dealing with a prospect or client.
• Learn how to ask for quality referrals that actually lead to measurable results.
• Understand how to develop a disciplined, standardized referral-gathering strategy.

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CLOSING SALES WITH EFFECTIVE STORYTELLING

Overview

Consider this Native American proverb: “Tell me a fact and I’ll learn. Tell me a truth and I’ll believe. But tell me a story and it will live in my heart forever.” Selling insurance involves a complex analysis of needs and coverages that are technical and often difficult to understand. To be effective, we have to appeal to people at the intellectual level, and make complex issues easier to understand. But we also have to reach people emotionally. Stories can do that and, effectively utilized, they can help you win business.

Outcomes

As part of this training, you will:

• Understand the essential ingredients of effective stories and how those ingredients make stories memorable and inspire action.
• Learn where in the sales process stories can be most effective.
• Hear examples of stories used in insurance-related sales situations.
• Develop and deliver your sales story for group discussion and critique. 

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COMPREHENSIVE SALES TRAINING

Overview

This program provides an end-to-end analysis of the sales process. This analysis helps the producer build or refine critical sales skills and self-identify where in the sales process improvement is needed. The most important theme in this program is its focus on the mindset that successful salespeople must embrace, starting with the reality that selling invariably involves constant rejection: Salespeople who perceive of that rejection as a personal sign of failure tend to wash out of the business; those who embrace rejection as an opportunity to learn, improve and get stronger tend to be the most successful.

Outcomes

As part of this training, you will:

• Focus on prospecting, needs analysis, active listening, handling objections, and closing.
• Explore real world, insurance-case scenarios used to illustrate concepts.
• Understand the importance of follow-up and establishing responsibility and accountability for every step in the sales process.
• Learn how to use rejection as a vehicle for positive personal and professional change and development.

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CREATING AND ARTICULATING YOUR VALUE PROPOSITION

Overview

A value proposition is that thing (or things) about you, your product, service and/or organization that will be perceived as so important and valuable to the current or prospective buyer that they feel they can’t do without it, even if alternatives are available at a lower price. This course helps participants build and articulate effective and compelling value propositions.

Outcomes

As part of this training, you will:

• Understand the six criteria that are critical to establishing an effective value proposition.
• Learn how to determine if you have a value proposition that makes pursuit of a prospect viable.
• Understand the relationship between value propositions and “elevator speeches.”

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POWER NETWORKING

Overview

Most professionals acknowledge the importance of networking, but few do it with specific goals and objectives in mind. This course helps producers develop a more consistent, disciplined and productive networking strategy.

Outcomes

As part of this training, you will:

• Learn the top 10 benefits of networking.
• Identify professionals who need to be in your network.
• Understand why consistently helping others represents the secret ingredient to power networking.
• Develop a networking strategy that aligns with your business objectives.

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REAL-TIME/ACTUAL “LIVE” CASES SALES COACHING

Overview

Review and discussion of actual cases producers are working on (identity of actual clients involved is not revealed). Focus is on resolving potential breakdowns or obstacles in the process, developing tactics or strategies for advancing the sale, and conducting postmortem analyses on why an account was won, retained or lost.

Outcomes

As part of this training, you will:

• Engage in a highly interactive discussion in a safe, nurturing environment where participants can feel comfortable expressing both positive and negative feelings regarding any aspect of the sales process.
• Learn how to decide when or if to continue or halt the pursuit of a prospect or client (the “fish or cut bait” scenario).
• Be exposed to a broad range of sales challenges and an appreciation for sharing information, ideas and possible solutions.
• Develop actionable recommendations for addressing sales challenges you are currently facing.

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SELLING TO DIFFERENT GENERATIONS AND DIVERSE LEADERS

Overview

More than ever before, today’s sales professionals must learn to work effectively with organizational leaders who are widely diverse by age, ethnicity, nationality, gender, sexual orientation and, of course, desired method of communication (texting? Instagram? other?). This course provides sensitivity training related to the breadth of differences that sales professionals will encounter and what they need to do to adapt.

Outcomes

As part of this training, you will:

• Learn how to prepare for calls and/or meetings with people whose background, style and/or preferred method of communication may differ from your own.
• Address and avoid common mistakes when conducting meetings with people of different backgrounds or ages.
• Learn to adapt your communication strategies to prospects, customers and others you need to work with.

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STAKEHOLDER ANALYSIS AND MANAGEMENT

Overview

Stakeholders include anyone and everyone who can impact — positively or negatively — a salesperson’s efforts. They exist within the salesperson’s own organization as well as at the prospect’s or customer’s business. Stakeholders may have a direct or indirect impact on the sales process and can advocate for or sabotage a sale. Top salespeople recognize and manage stakeholders effectively.

Outcomes

As part of this training, you will:

• Recognize why stakeholder analysis and management is critical to the insurance sales process.
• Learn how to identify stakeholders within an organization, including the prospect, buyer, insurance provider or distributor (including your own organization).
• Learn how to maximize the impact of advocates (people who may support your objectives) and minimize the impact of detractors (people who may subvert your objectives).

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VIRTUAL SELLING SKILLS

Overview

Decades of professional sales training has been upended by the pandemic. The way we interact with prospects and clients has been forever altered and it is unlikely that “conventional” sales practices will return.

Practitioners today need to embrace virtual meetings and exploit the opportunities that are associated with this form of engagement. This course is designed to help producers seize the initiative and capitalize on the benefits of virtual sales meetings while avoiding the pitfalls. Extensive role playing and case studies are built into this program

Outcomes

As a result of this program, the producer will:

• Learn how to prepare for a virtual sales meeting, including “Plan B” strategies in the inevitable event of technical glitches.
• Learn how to build trust and rapport in a virtual environment.
• Identify and ensure attendance of key stakeholders at both your company and that of the prospect or client.
• Learn how to run efficient, productive and compelling meetings that gain and maintain attention, interest and momentum for positive outcomes.
• Learn how to avoid mistakes in virtual meetings that can inadvertently distract or turn off buyers.

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WRITING EFFECTIVE EMAILS

Overview

Most businesspeople receive hundreds of emails. How do you craft emails that are effective, compelling and motivate action? Perhaps even more important, how do you avoid writing emails that elicit the wrong reaction, potentially resulting in reputational damage or even legal liability? This course helps producers craft effective emails that can cut through inbox clutter and help get results.

Outcomes

As part of this training, you will:

• Learn 10 critical rules for writing effective emails.
• Recognize potential email landmines.
• Compose emails for review and analysis that are designed to advance a desired aspect of the sales process.

NEGOTIATION TACTICS AND STRATEGIES

Overview

Selling skills help win business. Negotiation skills help ensure that business won is profitable. This course focuses on how to prepare for and successfully execute a negotiation that leads to mutually satisfying and profitable outcomes for all parties.

Outcomes

As part of this training, you will:

• Learn how to establish and articulate your “bottom line,” non-negotiable, walk-away position.
• Recognize when to push for, and when to pull back from, your negotiating stance.
• Understand how to create a negotiating environment and outcome that will encourage the development of long-term, mutually beneficial relationships.

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POWER NETWORKING

Overview

Most professionals acknowledge the importance of networking, but few do it with specific goals and objectives in mind. This course helps producers develop a more consistent, disciplined and productive networking strategy.

Outcomes

As part of this training, you will:

• Learn the top 10 benefits of networking.
• Identify professionals who need to be in your network.
• Understand why consistently helping others represents the secret ingredient to power networking.
• Develop a networking strategy that aligns with your business objectives.

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STAKEHOLDER ANALYSIS AND MANAGEMENT

Overview

Stakeholders include anyone and everyone who can impact — positively or negatively — a salesperson’s efforts. They exist within the salesperson’s own organization as well as at the prospect’s or customer’s business. Stakeholders may have a direct or indirect impact on the sales process and can advocate for or sabotage a sale. Top salespeople recognize and manage stakeholders effectively.

Outcomes

As part of this training, you will:

• Recognize why stakeholder analysis and management is critical to the insurance sales process.
• Learn how to identify stakeholders within an organization, including the prospect, buyer, insurance provider or distributor (including your own organization).
• Learn how to maximize the impact of advocates (people who may support your objectives) and minimize the impact of detractors (people who may subvert your objectives).

COACHING TEAMS

Overview

Although a manager can order an employee to do something (an approach that sometimes is necessary), this leadership style has limitations. To optimize productivity and help employees reach their full potential, managers need to be effective coaches. This course explores the characteristics of an effective coach, including how to help employees understand challenges and take ownership of workable solutions.

Outcomes

As part of this training, you will:

• Understand the differences between managing and coaching.
• Learn how to get and give productive feedback that enhances the manager-employee relationship.
• Learn to empower employees to identify problems, develop solutions and accept responsibility for their actions.

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LEADERSHIP TRAINING

Overview

Strong organizations build a deep bench of leaders. Those leaders need to show certain critical and consistent traits and habits that foster trust, loyalty and commitment among the rest of the organization. This course identifies those traits and helps build critical skill sets.

Outcomes

As part of this training, you will:

• Understand the importance of ethical, moral leadership.
• Explore strategies and tactics for leading teams.
• Learn to identify, recruit, train and motivate high-performing teams.
• Identifying and resolving potential areas of conflict and other behaviors that can derail objectives

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MANAGING AND INFLUENCING WITHOUT AUTHORITY

Overview

In today’s leaner organizational structures, supervisory or managerial authority over key people in an organization is not always available. The most successful professionals (and salespeople) are, and will continue to be, those who can influence, persuade and motivate other key players to do things critical for business (and sales) objectives to be realized, especially when they don’t have authority to mandate those actions.

Outcomes

As part of this training, you will:

• Recognize the obstacles to influencing others when you don’t have supervisory or managerial authority.
• Take stock of the assets and resources you can offer to motivate others to help you.
• Identify what others have that you need.
• Develop, build and protect your reputation and brand: essentials for influencing, persuading and motivating others.

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MANAGING FOR NEW MANAGERS

Overview

Many people become managers by default. Perhaps they’ve done a good job in their current position and it is assumed they can manage others to do the same. It’s not that easy. In fact, ill-prepared managers can quickly compromise the morale and/or productivity of a team.

This course provides a toolkit for new managers to ease their transition to new roles and enhance their confidence to help them hit the ground running in their new position.

Outcomes

As part of this training, you will:

• Identify obstacles in making the transition from being managed to being a manager.
• Understand how to communicate your responsibilities to subordinates through basic managerial responsibilities, including policies and procedures, expense reports, goal setting and employee evaluations.
• Learn how to deal with difficult management situations, including those that may involve employment practices liability exposures.

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TIME MANAGEMENT FOR PROFESSIONAL SALESPEOPLE

Overview

The most important asset professional salespeople have is time. It is crucial to use it wisely, yet many salespeople wind up spinning their wheels on time-consuming, unproductive activities. This course explores and analyzes best practices exclusively in the context of activities, responsibilities and challenges faced in sales.

Outcomes

As part of this training, you will:

• Understand the top 10 time-wasters and why salespeople engage in them.
• Know how to assess sales prospects and current accounts to determine if ongoing pursuit is productive and profitable.
• Learn how to build a productive pipeline in a continuous, disciplined manner.