As time passes, we all develop habits. We sell the same products over and over again, and at some point, you stop looking for new and creative ways to present it. Find continued success following these seven steps.
#1. Don’t Win Business Based on Price. Many clients will initially claim that price is their number one factor on what they purchase, but the reality is customers of are often willing to spend more to achieve their goals.
#2. Help Your Clients See the Need for Insurance Products. Before they’ve even met you, customers already have an idea on what they want, but your job is to share information to help clients understand the value a variety of products that could help protect their financial future.
#3. Don’t Limit Your Sales to Only One Product. Share multiple products with your clients, because rarely do they visit a store and only buy “just one thing.” But if you don't talk to them about other products, they will find someone who will.
#4. Make Bigger Sales. Help clients understand how larger amounts of insurance can help them achieve their long-term financial goals.
#5. Develop Proven Methods that Attract New Customers. Some of the most successful financial professionals learn what works for them to bring in new business. Whether it’s by direct mail, workshops, networking, advertising, word-of-mouth, or marketing efforts - be consistent.
#6. Grow Your Business. These steps may seem easy, but don’t become stagnant. It’s important to stay proactive so you generate business and overcome plateaus.
#7 Invest in Yourself. Be sure to invest in yourself and your business by continual training, research and study. Our world moves quickly and we all need continual refreshment on top sales techniques, product training and new industry developments.