Insurance Sales Coaching
When you’re trying to build a sales culture in your agency, there’s one key to unlocking your team’s sales potential: insurance sales coaching. If you have people of all different levels of sales skills now trying to strengthen this one area, insurance sales coaching is vital. It’s like taking a caterpillar and trying to transform it into a butterfly. Insurance sales coaching is the element that can help you get there.
“We’re trying to take that caterpillar and transform them into a butterfly, and coaching is really the key to this.”
Yes, insurance sales coaching takes time from leadership and management, but we believe it’s necessary, and that everyone can become better at coaching. Here’s what else you need to know about insurance sales training:
- You need a plan
Having a plan for your insurance sales training is vital. If you simply try to shift to a sales culture and don’t provide resources for your team, it’s like sending them up a creek without a paddle. Everyone thinks they’re great at cross-selling, everyone thinks they don’t miss quotes, everyone thinks they’re doing just fine. But it’s up to leadership and management to come up with a plan to successfully coach their team to new heights.
- Set one target
A big mistake with insurance sales coaching is that sometimes too many targets are set. When you’re coaching, you should sit down with a team member, have a meeting, and set a target. And generally it is just one thing at a time. Maybe someone needs to strengthen their closings, work on their multi-lining, or get more leads in their pipeline. You can then meet with them every two weeks until that goal is up and running.
- Get help if you need it
You don’t have to tackle coaching alone. Coaching might seem overwhelming, but there are tons of resources out there to help you. For example, you can use training resources, or approach your training in a group format.
If there’s one thing that’s for certain about building a sales culture, it’s that it takes time. Change won’t happen overnight, but by using insurance sales coaching, you can help ensure that your entire team is well-equipped to shift to a sales culture.
Follow Us on Social Media
Follow us on social media to get a daily dose of our 3 Minute Videos, to help you on your journey to becoming a Ridiculously Amazing agent. We share our videos on Youtube, Instagram, Facebook, Twitter and Linkedin
