“Are you transferring skills every day ?”
Greg Gelineau, CLTC
~Executive Vice President at American Senior Benefits/Integrity Marketing Group~ 🇺🇸Top 1% LinkedIn/Coach and Business Consultant.
September 7, 2023
Professional development and agent training is crucial to your agency’s success as a modern, agile, successful business.
Agencies who implement comprehensive professional development and training programs see improved morale, reduced turnover, higher profits, and more.
Below are some of the characteristics a successful insurance agent needs to complete their puzzle:
- People Skills. People skills are the number one characteristic of a successful insurance agent. …
- Good Salesmanship. …
- Customer Service Skills. …
- High Energy Level certainly helps…
- Honesty. …
- Knowledge on a Variety of Products. …
- Drive/Discipline/Strong Work-ethic
Sales training offers insurance agents the opportunity to learn how to use an effective sales process and boost their overall sales performance. They also develop proven selling techniques and understand the power of communication.
*I can’t stress enough the importance of nonstop education for producers
Training is also crucial no matter your size. If you have 1-Agent or 1000-agents, everyone deserves to learn and master their skills. This is crucial for doing the best job for each prospect and client. I am a big proponent of “Pinwheel Training”. This means taking your 3-5 key products and setting up your calendar 📅 for weekly training meetings rotating on each product line. This allows any new agent just starting out to get trained well on every key product in just a matter of weeks. You should also rotate into your pinwheel key sales skills as well, like closing, referrals, proper client service, objection handling, phoning and more.
Leaders need to remember that whatever you wish to drive in your agency 3-things are crucial. Most agents will perform well based on whatever it is you…..
-Train on
-Recognize
-Reward
So for example, if you want far more annuity sales in your agency then you need to do several annuity trainings as well as recognize those selling more annuities regularly. You must also reward them with maybe a gas card, lunch, or any other item that is desirable. This is how you drive sales in specific areas/product lines.
I am a strong advocate as well for bringing in outside wholesalers and key trainers from your carriers to train your teams and build great relationships with them. They can help support your team and have inside insight on their specific products.
Remember as I always say “Everyone deserves to be led well”.
Let’s go train our teams today……..
