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I start and end every presentation with the reminder that I am not an insurance sales-person. I am an insurance educator. I don’t sell product, I find care solutions.
If you don't sell products, how do you get paid?
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I start and end every presentation with the reminder that I am not an insurance sales-person. I am an insurance educator. I don’t sell product, I find care solutions.
If you don't sell products, how do you get paid?
There is a huge difference between a sales process and a planning process.
A sales process brings in sales.
A planning process captures long term clients.
And a good planning process will generate a lot more sales than a sales based process.
we do an annual review once per year