Sales Coaching, Training, and Mentoring Programs from The Insurance Sales Doctor
It’s been said that experience is a good teacher.
Perhaps, but it’s also very slow, often painful, extremely expensive in terms of needlessly lost sales, and there’s no guarantee you’ll arrive at the right mindset, toolset, and skillset on your own via trial and error.
The solution?
Invest in a shortcut that eliminates the guesswork, the trial and error, and the costly avoidable errors that many agents make and often teach to their sales team, thus multiplying the pain and cost many times over.
Why waste many thousands of dollars on payroll, taxes and benefits without yielding any ROI?
If your sales team lacks proven processes and language to recognize the opportunity, “sell” the appointment in such a way that the prospect/customer/client is eager to attend the meeting instead of “no-showing”, and most importantly, makes the sale where the opportunity exists, then why reinvent the wheel?
The Sales Coaching, Training, and Mentoring Programs from Barry Rutten, CFP®, The Insurance Sales Doctor, equips agency owners and their teams to be able to seamlessly integrate P&C with life insurance and other financial tools into their sales and service activities, creating an ideal environment to create zero objection, large death benefit, and high premium life insurance sales.
By combining a crystal-clear mindset with “proven in the trenches” unique language and presentation techniques that creates collaborative, not combative conversations, agency owners can enjoy some of the highest closing ratios in the industry on term policies that often exceed $1 million in death benefit per policy, while also creating the perfect transition to maximum premium cash value life insurance policies.
Bonus: You’ll even sell more P&C and umbrella policies to boot using the right language and approach.
Are your life insurance sales experiencing any of these symptoms?
Let me help you examine the symptoms, diagnose the underlying causes, and prescribe a solution that will cure what ails your insurance sales, once and for all during a no-cost, no-obligation, one-on-one Agency Diagnostic Call!
Losing Money
Worried you're leaving commissions, bonuses, and renewals on the table, costing you potentially hundreds of thousands to even millions of dollars over a career?
Wasted Time
Concerned your clients are unprotected in multiple risk areas but lack a proven, effective, and repeatable system that quickly closes those gaps?
Retention Challenges
Troubled that your households aren't "locked down", fiercely loyal to you and immune to "theft" by others seeking to raid your book of business?
Expensive Team Turnover
Facing perpetual team turnover, knowing you need to equip them with a "plug & play" sales system so you can't be "held hostage" by ineffective team members that consume your time and effort without a ROI?
Manager or Mentor Dilemma
Frustrated that you're repeating your first year over and over, constantly in "begging, nagging and managing" mode instead of "leading, coaching and mentoring" mode?
Working In vs. On the Business
Unable to work on vs. in your business because it lacks defined systems and processes, keeping you from high payoff activities like high premium life insurance sales?
Unmet Lifestyle Desires
Feeling like you're never really "off" or "away" especially when on vacation or at a family or child event, always being pulled back into being a high (low?) paid team member?
Endless Stress & Worry
Always stressed about hitting annual goals, feeling and imposing year-end sales pressure, clawing to make last minute qualification for travel rewards and bonuses and everyone being worn out for the new year?
Book Your Agency Diagnostic Call
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Tested and Proven Insurance & Financial Services Sales Transformation
& Mentoring Programs
ACHIEVE MAXIMUM INCOME, MINIMAL STRESS & ULTIMATE TIME FREEDOM WITH OUR PROVEN SYSTEMS
Multi-Line Sales Mastery™ System
Unique in the industry process and language to attract and retain multi-decade, high value P&C and life insurance customers
Put an end to $100,000 “bundled” death benefits and make objection-free $1,000,000+ death benefit sales your “new normal” while significantly increasing the financial security of survivors/beneficiaries
Create and maintain the “Million Dollar Mindset” that drives maximum death benefits and premiums and creates the ideal environment for cash value life insurance policies when that’s a good fit for the prospect/customer/client.
Enjoy a collaborative, rather than combative sales environment from start to finish, so your customer wants to introduce you to others they know/like/love because your sales process is “highly referrable”
Confidently and consistently turn single and dual line P&C customers into true multi-line & maximum-line life insurance and financial services clients for maximum income and retention.
Attract in-office and on webcam appointment and avoid no-shows with powerful appointment selling “linking and framing” techniques, not product-based pivots
Instantly create high levels of client engagement, participation, collaboration and cooperation.
Decrease or eliminate frustrating time and money wasting objections, rejections, stalls, delays, and post-sale buyers’ remorse to maintain high agency morale.
Massive library of sales training modules, training documents, proven word-for word scripts, worksheets, calculators, visual aids, technique demonstrations, etc. with 24/7, 365 online access covering
Live weekly coaching and role play feedback sessions for rapid skill improvement
7 years of recordings of the live coaching sessions; a priceless library of technique and language demonstration for deep immersion and understanding
High Premium Life Insurance Sales Mentorship™
Generate an extra $50,000-$100,000 or more of additional annual life insurance premium, over and above what you’re currently writing, and continue to consistently produce at that level and above every year.
Professionally “capture” the financial goal focused dollars your clients are sending elsewhere that’s costing you tens, if not hundreds of thousands of dollars in lost life insurance premiums.
Unlock “trapped” premium dollars with the “simple secret keys” that add hundreds of dollars of premium per month to every policy that provides even better beneficiary protection.
Discover thousands of high premium life insurance customers right in your book of business and within a short radius of your office.
Qualify for incentive travel awards at higher levels and be included among the select few invited consistently to participate in elite top producer recognition & reward programs.
Eliminate the need and stress of having to land that one big case to “save” your year.
Proprietary tools, techniques and language library including The Ultimate Life Insurance Sales Conversation & Worksheet Package that will maximize the sales opportunities of experienced agents and rapidly accelerate new agents into sounding like a seasoned professional.
Twice per month group case preparation, analysis, presentation, and meeting debrief sessions to refine and perfect your skills.
Years of prior session recordings, case analysis and language demonstrations for you to review and apply to your life insurance sales toolbox.
Retirement Planning Advisor Mentorship™
For Series 65 licensed investment advisor representative only (or CFP/ChFC waiver)
A unique approach to positioning your expanded agency role in investments and financial goal attainment, especially with retirement planning.
Gain access to The Retirement Mountain Guide Analogy to attractively position yourself with clients in both phases of retirement planning, accumulation and distribution.
Attract and retain assets under management (AUM) to further enhance long-term P&C customer retention.
Discover how to simultaneously sell high premium cash value life insurance with retirement investment strategies.
Gain insight into specific process and language to confidently conduct the retirement planning, accumulation, and distribution conversations for prospects and clients of any age.
Master the Retirement Asset Accumulation Plan and Retirement Income Distribution Strategy to attract the maximum AUM.
How to attract both AUM and annuity dollars and increase client outcome certainty using the “split” income distribution concept.
Learn how to explain investment and portfolio construction concepts in an understandable manner to build confidence, eliminate fears, and reduce client concerns.
Master the use of Time Value of Money calculations and presentations to position yourself as the “money” expert.
Multi-module training and language library, past coaching sessions and language demonstration recordings, live twice monthly live coaching and case prep/analysis sessions.
Take your Agency to the Next Level
Schedule a free agency diagnostic call now