Benefits Think Building a masterclass to burnish sales? It’s easier than parenting

Published 5 Min Read

Andrea Piacquadio from Pexels

Watching industries pivot in this brave new post-COVID world has led to an explosion of internet learning and its acceptance in the marketplace. We were forced to learn and communicate through Zoom, Webex, Teams, etc. Fast forward to today, and this is a basic skill requirement for any sales person — not just benefit advisers, but all professions. 

One common pain point for benefit advisers is a lack of quality prospects entering the sales funnels. It is easy for people to accept the status quo and take the path of least resistance. Insurance is one of the most hated industries, so to change this we need to think like parents. Your parents needed some level of five core skills to raise you, which are the same basic skills needed to build your masterclasses sales funnel. 

Kim Eckelbarger
Employee benefits adviser

Kim Eckelbarger is founder of Tropical Benefits, ARCW Leavitt Insurance, in Tampa, Fla.


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