Benefits Sales Strategies

This article introduces a new five-part series that will take you step-by-step through the process of becoming a next gen advisor and examine the challenges involved in so many of the non-intuitive issues you will face, so you will be ready to tackle them head on.

The title of this article is not click bait. I stand behind that statement and here's why.

Today's most successful salespeople are educators above all else.

As a benefits advisor, when you start talking with an employer and say the same thing that everyone else is saying, they aren't going to believe you.

My answer to the question of whether companies need an insurance agent or not, is an emphatic no! What do they need instead?

Brokers: Is it safe to say that, given the tremendous growth of high deductible health plans (HDHPs) that are paired with health savings account (HSAs),…