Are you are new to the industry and have limited knowledge of specific sales techniques needed to effectively service clients? Do you understand the importance of cross-selling and up-selling?
During this valuable session, you will be given an overview of the “insurance sales professional” role as well as certain character traits that a sales professional possesses. Through numerous examples using both personal lines and commercial lines insurance, you will be led through the progress of a sale from initial contact with the client, to determining the needs, and closing the sale.
Melanie Needham, FCIP, CRM
President, MRD Consulting