Producer Academy 2021
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AGENDA

LESSON 1: Sales Process Overview & Business Planning | AUG 2 - 1:00 - 3:00 PM (ET)

  • The components of a successful Sales Process
  • Building a research-driven, repeatable sales approach
  • Creating your Business Plan to drive growth
  • Activity Goals & Effective Pipeline Management

LESSON 2: Lead Generation & Pre-Qualification | AUG 9 - 1:00 - 3:00 PM (ET)

  • Suspect vs. Prospect
  • Lead Generation Resources
  • Establishing Rules of Engagement
  • Creating your Prospect Profile
  • Utilizing LinkedIn to Uncover Leads

LESSON 3: Developing Your Value Proposition| AUG 16 - 1:00 - 3:00 PM (ET)

  • Barriers to Prospecting
  • Potential Value Propositions
  • Creating Awareness of Business & Insurance Issues
  • Building your Prospecting Script

LESSON 4: Gatekeepers, Voicemail, & Overcoming Objections | AUG 23 - 1:00 - 3:00 PM (ET)

  • Working with Gatekeepers
  • Voicemail Strategy & Execution
  • Prospect Objections: Acknowledge & Overcome

LESSON 5: Communication Techniques & How to Open a Meeting | AUG 30 - 1:00 - 3:00 PM

  • Communication Techniques: Active Listening, Acknowledge, Pivot, Recap & Verify
  • Building Rapport & Trust
  • Communicate the Agenda & Value
  • Overcoming Prospect Disinterest

LESSON 6: Learn & Improve | SEP 7 - 1:00 - 3:00 PM (ET)

  • Building a clearly defined & agreed upon understanding of the prospect’s What, How, & Why
  • Open vs. Closed-Ended Questioning
  • Creating Awareness of Business & Insurance Issues
  • Systematize your Conversations (Problem, Solution, Impact, Case Study)

LESSON 7: Realize, Close & Advance | SEP 13 - 1:00 - 3:00 PM (ET)

  • Dealing with Prospect Concerns: Doubt, Confusion, & Barriers
  • Gaining Agreement on Next Steps
  • Book a Meeting from a Meeting

LESSON 8: All Skills Practice | SEP 27 - 1:00 - 3:00 PM (ET)

  • Producer, Prospect, & Coach Sales Training Scenarios
  • Challenging Sales Situations
  • Taking it Back to your Office
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