Sales Training for Developing Insurance Professionals

Associate of Sales

This degree focuses on understanding the fundamentals of selling and the skillset necessary to be successful in a sales position.

Intended audience: Those with two years of sales experience or less.

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Bachelor of Sales

This degree builds on the concepts taught in the Associate of Sales Degree and focuses on implementing skills through application. Participants will learn subject matter using a mix of web-based learning and a self-study application of skills. A book and related materials will be provided to matriculated candidates via mail and email.

Intended audience: Those with three to five years of experience or more.

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Customer Service Representative (CSR)

This degree focuses on strengthening cross-selling and upselling skills, insurance knowledge and communication skills.

Intended audience: Those who have years of experience in the industry.

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Sales Management Program

Our Sales Management Program provides up to two years of consultative sales management support to increase your overall business. Participants can expect improved clarity around sales goals and procedures, increased results and a stronger sales team moving forward.

Once we receive your completed interest form, we will schedule a call to discuss next steps.

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Program Overview

Sales Essentials Workshop

This seven session/seven week workshop (an hour each session) is for individuals new to sales roles. Participants should be in an insurance sales roles for less than a year. The goal of the workshop is to help new sales professionals develop their sales skills and processes, creating a foundation for success.

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Strategic Sales Workshop

This two-session workshop (about an hour each session) is for sales teams and their leadership. Participants should be in similar roles with similar goals in terms of sales metrics for which they are responsible. The session focuses on developing a disciplined sales process and building sustainable relationships that always bring value. If interested, reach out to us via email using the link.

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