December 1, 2020
Dusan Baic

The Art of Selling Employee Benefit Plans {advisor guide}

December 1, 2020
Dusan Baic

Here's a helpful guide for advisors on how to successfully prospect and sell employee benefit plans. Content includes:

  1. Overview of Sales Cycle
  2. Prospecting Methods
  3. Cold Calling
  4. Door Knocking (when available)
  5. Email & Linkedin
  6. Direct Mail
  7. Networking
  8. Referrals
  9. The First Meeting
  10. Proposal
  11. Closing Process
  12. After The Sale
  13. Ongoing Service
  14. First Renewal
  15. Tips for Continued Success

If you have questions or comments, feel free to contact Vince Principato.



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