Opportunity to sell

I am an Insurance Agent. I call myself a Change Agent and Opportunity Money Coach. I had my largest sale ever last week. I listened to my friend speak about his concerns that his present Health Insurance was expensive and inadequate. He knew he needed to make a change. I had several appointments with him.

I had a final appointment with my friend and his wife. Like many people, this wife was timid about change. My Supervisor and I spoke with the couple for over an hour. We gave the couple a pletehera of information and mailed them quotes. Our premiums were less than what they presently owed and had far more coverage. We stood behind our product and showed how it could help them. There was no commitment and we were not sure if they were convinced that our Health Insurance could improve their access to good health care .

I was working towards another call with a potential client. I then got a text that was unexpected. My friend signed up and paid for the exact plan we quoted him. He was appreciative and had peace of mind that the health care needs of his household would be met. He also saw that his move was a financial benefit.

As a Change Agent and Opportunity Money Coach , I did several things that were beneficial to the sale. I listened and told him we could help him in saving money with increased Health Care Insurance coverage. I was consistent and patient. I built up the professional relationship. He remains my friend but is now my client.

I showed up for all scheduled appointments on time. My Supervisor and I were honest in sending quotes, fully explaining quotes and answering questions. It was also of great benefit to me to not bank on that one sale but to press on with other potential clients. . Reach out to me at moncoach23@gmail.com Karen Skelton