Insurance Sales Training: Consultative Sales Skills Seminar 

Seminar Outline:

The times are long gone when you could meet with a prospect, deliver a convincing presentation about his need for your product, point out all the wonderful features, advantages and benefits you had to offer, quote a fair price, and sign up the customers. These days, people shop for insurance on the telephone, television and the Internet. Your competition also offers great products at attractive prices. Discount brokers are flooding the market, but you know that discounting alone will not help you hold market share, much less grow your business to the next level. What can you do to influence customers to choose you when everything else seems to be equal? One way to have an immediate impact is to invest in comprehensive insurance sales training.

We developed our Insurance Sales Training Class to help you address this very important need. Whether you need general insurance sales training, insurance broker sales training, or life insurance sales training, our approach to insurance sales training is pretty simple: listen and learn before you talk and sell. During this highly interactive insurance sales training experience, you will learn how to ask your customers the right questions and listen to the needs and goals they express in their answers. This insurance sales training class will show you how to gain a clearer understanding of what could truly help them achieve their goals and dreams, so that you can offer them solutions instead of just selling them products. When they see value in what you are offering, they will often be wiling to purchase what you are selling, even when it is not the lowest price on the table. Our outstanding insurance sales training coaches will guide you through interactive sessions featuring role-plays, small groups, and lots of hands-on practice to help you build value-added skills you can use the very next day out in the field.

Seminar Objectives:

Participants in the Insurance Sales Training Class will:

  • Learn to offer other key benefits found in long-term relationships rather than simply discounting prices.
  • Learn to interview clients and ask insightful questions instead of “pushing products.”
  • Learn to use insurance sales training skills to understand the needs and attitudes of different buyer types.
  • Understand how to differentiate your product/service and company in a competitive. selling environment.
  • Learn ten (10) closing techniques and when to use them.
  • Be able to apply insurance sales training techniques to offer creative solutions and. options.
  • Learn how to use post-sales measurement tools.
  • Acquire a broad understanding of the face-to-face Value-Added Selling process.
  • Understand when and why buyers buy.
  • Become a superb listener.


Private Group Insurance Sales Training: Group (6+) insurance sales training can be tailored to the needs of the client organization and delivered on-site at the time and location of the clients choice. 

Public Open Enrollment Seminars: Individuals are invited to participate in monthly sales training seminars held across the US in an open enrollment format.

For more information and pricing, please complete this form and we will email you a confidential Annotated Outline that will provide you with an hour by hour description of this training seminar.