Closing the Sale; Effective Techniques - Webinar (Atlantic)

Webinar

Insurance Institute of NB, NB [Carte]
Date and Time: novembre 01, 2021 1 - 3 p.m. Atlantic

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 characteristic 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.

By the end of this webinar you will be able to demonstrate:
   ~
Knowledge of the role of the sales agent/broker in the insurance transaction
   ~ How to create initial contact with a client, including c
onquering the fear of networking, proper telephone etiquette, and approaching the initial meeting
   ~ How to determine the client's needs and wants by communicating effectively
   ~ How to prepare for and create a sales presentation
   ~ How to close the sale, including dealing with objections, effective closing techniques, follow-up and asking for referrals

FACILITATOR:
Melanie Needham, FCIP, CRM
President, MRD Consulting

CE CREDITS:
2 CE Credits are available 
only for the following provinces:
Alberta (#58506)
British Columbia
Saskatchewan
Manitoba (#37406)

GROUP RATE:
10% reduction on each registration fee for groups of 6 or more, based on membership status. Contact Monique LeBlanc at 506-386-5896/  mleblanc@insurance
institute.ca or Christine Doucet at cdoucet@insuranceinsititute.ca  to register with the reduced rate.

IMPORTANT NOTES:
1. Webinar registrations are per person. When registering, you confirm that only the person(s) named in the order will participate.
2.
Please ensure the email address in your profile is current.  Login details will be emailed the day prior to the webinar.
3. No cancellations, substitutions are welcome.

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It is highly recommended that youfollow our suggested best practices when participating in any virtual session. We have taken every precaution to keep you and your information safe. Here is what we are doing to protect all of our stakeholders.