Yes, sales & productivity skills are necessary in all businesses. My services can benefits anyone wanting to sharpen their skills.
I am not licensed in insurance. What I consult/coach does not require insurance sales. I teach sales techniques used to maximize conversations with current and potential clients resulting in increase productivity and increased sales.
I help you clarify your goals ensuring they are specific measureable. I then reinforce these goals and priorities through co-creating a strategic plan using proven tools and techniques. I am an additional source for sales training, role playing and accountability. I also work to help you overcome your own challenges and blocks. Plus, I am an extra set of eyes and ears focused on your success.
As an outsider I am viewed by team members as a resource. I am able to assist them in seeing their processes and work habits and adjust where needed. We identify and set to work on a plan benefiting the team member and agency overall.
Understanding the goals and plan the agent/ business owner has in place. Assisting in reaching the goals through best agency practices. My strengths include assess and identifying sales opportunities and system and procedures efficiencies.
It depends on the client and the goals. I've worked with individual agents for a few months on a specific objective and others for years, working towards a major set of goals.