Articles - Trinity Group Resources
Continual Learning
Following are some articles that we at Trinity Group Resources feel will enhance your skills as an insurance agent. Your success depends on continual learning; check back often for further articles on how to help your business grow! We would like to thank the authors who have generously contribued their articles in order to help insurance agents succeed.
How to Avoid Costly Mistakes When Selling Insurance
There is more to being a successful Insurance Agent or Financial Representative than making the lion's share of sales. As many top producers will tell you, residuals from investments and being able to cross-sell additional products to loyal clients year after year, is the way many make it to conference and enjoy long fruitful careers.
Having strong customer service skills is one of the most important attributes to achieving this success...
Five Power Closing Techniques for Insurance and Financial Advisors
So, you have made it through the prospecting game. You made your cold calls, sent out your mass mortgage mailers, invited people to your coffee-sponsored seminars, you qualified responders as being serious prospects and have set the appointment.
Now what? You have done all this work, are you sure you are going to get their business? In this article are 5 closing techniques to help you solidify the deal and make the sale...
How to Sell Annuities - Fact Finding
By Bill Broich
Selling annuities is a process that evolves as the relationship evolves. Once the lead is secured and the appointment made the real selling process starts with the fact finder. Most agents look as a fact finder as a method of collecting the "facts" of the prospective client. I don't!. To me a fact finder is using probing questions to find out how a prospect feels about themselves, their situation and their assets.
Fact finding is both science and art..
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