Services
What Can I do for you?
Protection Process Health Check
a holistic approach
Fully understanding where you have come from, where you are now and what aspirations you have for the future of your business will enable me to build a strategic plan of action and a clear process to drive growth and increase quality business written.
- Belt and braces review of every part of sales process.
- Finessing the sales process.
- Client bank and lead generation optimisation.
- Review of fact find and how to really make it work for you.
- Assess training requirement; gaps in product knowledge or confidence.
- New opportunities and diversification.
- Explore professional connection opportunities.
Individual Sales Performance Coaching
The one-to-one approach
Whether you’re new to the industry, new to protection or looking to diversify into new areas of protection – coaching that will get you to the next level and beyond.
- Individual sales coaching.
- Best practice.
- Overcoming barriers to business.
- Handling objections.
- Observation, feedback and application.
- Ongoing support.
- Goal setting.
Sales Team training
All Together Now
Sales Team Training; inspiring your teams to work together to discover and embed best practices that will elevate your protection proposition, resulting in clients feeling confident and secure in their decisions.
- Client focused, needs driven best practice.
- How to master protection conversations.
- Questioning techniques and important “dos and don’ts”
- Embedding skills to reduce the likelihood of buyer’s remorse.
- Impactful soft skills practice.
- Training of lead generators.
Product Knowledge and Proposition Training
Engaging the new
In an ever changing market; specific, unbiased training on products and propositions can reinvigorate your business and open new doors.
- Full induction program for advisers new to the industry.
- Product specific workshops on all areas of Personal and Business Protection.
- Tailoring product solutions to your clients’ needs.
- Specific product sales training where confidence is lacking.
- Seeking out new opportunities when new products bridge a gap in the market.
Ready to get started?
REQUEST YOUR FREE CONSULTATION
Contact me today to discuss how I can help take your business to the next level and beyond.