Insurance Agents / Brokers

Interviews, appointments, gatekeepers, meetings, cold calls, client lunches… What kind of personality will you encounter today?

You’ve met them all. So have I.  That elusive prospect – The new quiet client – The ASAP client who demands your daily attention – The friendly but wary secretary – The chitchat suspect who spends your time talking and teasing, but never buys – the constant caller..  Each one is different, yet your challenge remains the same.  How do you turn these people into profitable sales relationships?  How do you keep them?

Become Instantly Appealing to Each Style.  But How?

The answer is in understanding behavioral styles, both yours and your clients’.  Effective selling usually begins within the first few moments of contact. You must be able to quickly recognize the various styles of others and adjust your own behavior to each style in an appropriate fashion. Yes, I know, your new tie is quite handsome and your lipstick is perfect pink, but...Understanding style and allowing others to “somehow feel comfortable with you” is critical to a successful sales process and a long-term client relationship.

Here’s What You Will Accomplish, or
4 Really Good Reasons Why This Is For You

“How to Make More Sales in 7 Easy Steps” Course will help you:

1. Make more sales through the use of style identification.
   

2. Easily learn to speak the language of any prospect or client in order to make more sales and establish successful, profitable and long lasting sales relationships.
   

3. Determine ‘who is’ and ‘how to’ appeal to the decision maker of a prospective buying couple or business partner (most agents don’t know about this).
   

4. Create a financially successful career as an Insurance Professional.

Virtually No Loss in Selling Time

The Course will employ a blended learning approach using the Internet and telephone as the primary communication tools. In this way, you can learn on your own time with no valuable selling time spent in classrooms. You will complete your sessions independently using the Internet to access online assessment and e-learning courses as well as written worksheets, action planners and development plans.  After each independent session, you will participate in a private “PhoneCoach” meeting with me, Pat, your personal insurance sales coach.  This is an excellent opportunity to put your new skills to work, ask questions, design new sales strategies unique to our insurance industry, and share intense conversation time with someone who has successfully “been there and done that”. 

See My Time in the Trenches.  As your coach, I provide the qualities of listening with extreme interest, accountability, and the important aspect of seeing that your intentions move forward quickly and profitably.

Discover The Secrets of Successful Selling…
that very few people know about

The “How to Make More Sales in 7 Easy Steps” course will offer insight into your own behavioral style through the use of a reliable, valid and historically recognized personal profile assessment. After taking your own Personal Profile, you will:

• Learn a system that helps to recognize and categorize the different styles of behavior observed in others.
  

• Experience interactive E-Courses, endorsed by Lou Holtz, that reinforce your understanding of behavioral styles. You will have access to these courses for one full year and can use them any time you feel the need for a refresher course.
  

• Learn to compare your own natural style with that of your client, and adapt your style in order to communicate effectively to close the sale.
  

• Discover your own Personal Listening style and the potential style and listening motivation of others.  With this knowledge, you will be able to develop a more effective communication strategy when listening to others in a variety of environments.
  

• Take these skills and apply them to the telephone.  You will be thrilled with your newly found ability to read a person’s style over the phone.
  

• Focus on the sometimes neglected service side of our business.  It costs more to find a good client than it does to keep one.  Your clients will love your unusual ability to instinctively know how to deal with them during a potentially frustrating time.

Your Future Is Now

Throughout the entire journey, you and I will have 7 one-on-one telephone sessions.  These conversations will lead and guide you at your own pace yet will hold you accountable and keep you on track for the results that are easily attainable. By the end of the 7^th Step, you will have a solid understanding of your own personal style and the various, differing styles of your prospects and clients. You will be able to quickly identify these styles and deliver appropriate reactions that will increase your confidence and your sales.  You will be ready and able to explode your insurance sales with style!

Yes, Pat, I am ready for a Sales Explosion!

Naw, not today

Oh Pat, and while you’re at it – it’s important that my Office Support Staff have some of this knowledge too!  They need your QuickStart course for office staff:

“HOW TO ACTUALLY HAVE FUN
WHILE BEING EXTREMELY EFFECTIVE DEALING WITH PEOPLE”

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The secret of joy in work is contained in one word: Excellence.

To know how to do something well is to enjoy it.

You can do it, if you believe it.

See the Picture.

  Pat Rullo

Learning is a brand new beginning we give ourselves everyday.  Each success is the beginning of the next one.

You can't wear a blindfold in business.  A regular part of your day should be devoted to expanding your horizons.

If I end the day without knowing more than I did when I woke up, it makes me wonder: What did I miss today?

The future belongs to those who believe in the beauty of their dreams.