Sales Seminars for Licensed Medicare Agents
In March, we are partnering with Pinnacle Financial to offer several training seminars for licensed health/life/annuity and Medicare agents.
Newly licensed just learning the ropes or have years of experience looking for fresh ideas?
This seminar is taught by industry experts with proven business building track records!
Learn to customize your own business plan to your specific lifestyle: work part-time from home or grow into a full-time general agency.
If you want to maximize your success in the Medicare sales arena, you need to take the time to identify the right market for you. Remember that you do not need to limit your sales to your home state. Learn how examine your market and decide which Medicare providers are best for you to become appointed with. Which plans are appropriate for your clients? Are you an agent that will work on a fact-to-face basis, pursuing and maintaining a book of business within a certain physical distance? Or, are you an agent that will work remotely, using technology to access and service clients? To become licensed in non-resident states, just visit the National Insurance Producer Registry website (www.NIPR.com).
As with any marketing position, you need to go out there and bring in the business. Learn how different lead programs work and how powerful they are with helping connect with your target market. Learn how to grow your book of business by selling exclusively by phone. Working online and mail order leads will be discussed.
Learn how to host compliant marketing events.
We will demonstrate potential product cross-selling techniques.
Learn to use free online quoting software with real-time access to plan summaries, comparisons and applications.
Portions of the class will teach how to recruit agents and build a general agency.
Time and locations are as follows:
Please contact the office via phone at 203-796-5403 or email at firstname.lastname@example.org to RSVP and reserve your seat.
- Monday, March 7th at the Ethan Allen Hote (21 Lake Ave Ext, Danbury, CT 06811)
- Tuesday, March 8th 10am – 2pm at the Courtyard Hartford Farmington (1583 Southeast Road, Farmington, CT 06032)
- Wednesday, March 9th 9:30am – 1pm at the Holiday Inn Express Branford-New Haven (309 East Main Street, Branford, CT 06405)
- Wednesday, March 9th 2:30pm – 5pm at the Trumbull Marriott Merritt Parkway (180 Hawley Lane, Trumbull, CT 06611)