Training & Tools

Training

We believe professional development is a continuous journey, and will help you gain the expertise to successfully address your client's life and health insurance or financial insurance needs:

• Proven prospecting techniques, including individualized needs analyses, telephone follow-ups, and polished sales and closing skills.
• Product knowledge that helps you match the right product with your client's individual needs.
• Financial assistance while you train, establish your business, and enhance your skills; if you qualify.
• Reimbursement for successfully completing courses leading to recognized industry designations and accreditation.
• On-going career growth and development.
• Opportunities in sales management.
• Challenges that will keep you stimulated and motivated all year-round.

Tools

You will have access to a selection of valuable sales aids proven for success:

• Illustration software that provides modeling information and examples of insurance plan performance on an individualized bases.
• Easy to understand product brochures and presentation materials that make client presentations simple and easy to do.
• Leasing programs available that help you obtain necessary equipment, such as work-ready laptop computers.
• Contact management software to help you organize your clients.