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The Art of Selling Employee Benefit Plans {advisor guide}

Here’s a helpful guide for advisors on how to successfully prospect and sell employee benefit plans. Content includes:

  1. Overview of Sales Cycle
  2. Prospecting Methods
    1. Cold Calling
    2. Door Knocking (when available)
    3. Email & Linkedin
    4. Direct Mail
    5. Networking
    6. Referrals
  3. The First Meeting
  4. Proposal
  5. Closing Process
  6. After The Sale
  7. Ongoing Service
  8. First Renewal
  9. Tips for Continued Success

If you have questions or comments, feel free to contact Vince Principato.