Benefits Sales Strategies

This month, youre going to hear about a couple of colleagues I have known for a number of years and a couple of ladies who were recommended to me after their friends read about other women in this series and wanted to help them toot their own horns!

Given the thousands of options out there, determining the right partners to align with can be tough; but here are a few tips.

Struggling with inefficiency is nothing new for sales-oriented professions, so advisors and agents need to automate low-order tasks to free up time for personal interactions.

Many leading brokers have transformed their renewal process to align with clients want and needs and you can too.

You need to ask these four questions in order to measure success for yourself, your business, and your clients.

Brokers who focus on four key areas can jump-start their path to sustainable, long-term success in the benefits arena.