Benefits Sales Strategies

Over the years, FreeERISA has tried a lot of things to make lead generation more effective, like plan type searches and the Whack-a-Health-Plan Flash game. Despite our best efforts, few things remain as popular as the ability to pull up benefit and retirement plans by ZIP code.

When you sell your product, how engaged is your client? If, “consumers consume,” how do you get them to buy from you, and become a repeat customer?

Jeremy TuckfeltPresident, Tuck EnrollPittsburgh

One of the primary ways we seek to build a competitive edge is to come up with great ideas ideas that give us an advantage over competitors. But there seems to be more competitors every day, so the pressure to create a more unique value proposition is amplified...

Salespeople often are advised not to talk about politics or religion, and for good reason. People have strong opinions about these two issues, and being too open about our views is a good way to run off potential customers.

Social Security retirement benefits may begin at age 62 (at the earliest) and some pre-retirees believe they'll face a dilemma over whether to keep working or start their benefits at 62. If your clients are concerned over this choice, tell them to relax.

In the 2009 revision of his classic text, “On Becoming a Leader,” Warren Bennis notes that a Google search on “lack of leadership” resulted in 53.3 million hits, an increase from 27,000 in 2003.

Daniel McKeague, a 36-year-old sales manager and father of three from Hugo, Minn., beat out some 12,500 contestants to become the new voice of the insurance company’s duck mascot, Aflac announced April 26.