Seal the Deal

Are you struggling with closing the sales? Read on for some tips.

As a Money Coach and Insurance Agent, I have had to make transitions in prospecting potential clients. I started from scratch in finding clients. I became intentional about doing business. I became protective of my time and wise about money.

I attend networking events to meet new clients. I focus on those who have a need for my services. I ask the right questions to assess whether the potential clients recognize their need for Health Insurance or money management. I am honest in sharing how the products of my agency can assist them. If they are interested I share contact information. I am initiative in obtaining their information and I call them..

I don’t waste time. I am direct in getting to the point of the call. I let the individual know I can help them. I listen to them explain about their present situation. I respond by giving a personal option to what they need. My response is clear and simple. I will not overwhelm any one with too much information.

I educate people on the simple facts to help them make the decision. I answer their questions. I do not pressure anyone to make a decision. If I feel the client may be difficult, I ask my Supervisor or a Senior Agent for help.

I do not shame myself if a person is not ready to transact business. Many times a person has invited me to follow up with them, which keeps the door open for a sale down the road. I also want to make a positive impression on them because they likely will refer me to a potential client.

It is vital that you never compare yourself to other coworkers who have more transactions and sales. It may even benefit you to meet with coworkers who are successful and incorporate some of their habits and practices that they identify as beneficial. For more tips on sealing the deal, feel free to reach out to me at www.peacefulifefinancial.com Karen Skelton Money Coach