One-On-One Coaching
An effective life sales process with customized training sessions to fit your exact needs.

Agents are never given the sales training needed to be successful. They're given a script, asked to buy leads, and then make the calls. We personally believe that QUALITY trumps QUANTITY. Do more with less when you learn the right formula to follow.

High-Quality Training to Fit Your Exact Needs

Each agent is given the time to discuss what type of training they are looking for to help them and their agency. Whether the focus is on the life sales process, follow-ups, appointment setting, objection handling, or even leadership training, we specialize in identifying your need creating a fully personalized session for you.

Examples of Courses Available

01

The 6 Step Foundational Life Insurance Sales Process

Six steps that every agent and team member should follow in order to start the conversation, determine the need, and present the solution. From the initial conversation to closing the case.

02

Conducting Client Meetings -

Prep, During, and After

Learn how agents strategize how their meetings are conducted with their clients. Learn how to prepare effectively, how to run a meeting purposefully, and how to follow up with conviction.

03

Objection Handling -

Overcoming "Let me think about it."

Learn how agents strategize how their meetings are conducted with their clients. Learn how to prepare effectively, how to run a meeting purposefully, and how to follow up with conviction.

04

  

The Simple Art of the Follow Up

Think about your last follow-up. Did it begin with, "I just wanted to follow up and see if you had any questions."? Learn why this approach is wrong and a follow-up can actually add value for the client.

05

  

The Leadership Academy

Understand and learn how to apply tips and techniques to improve ways to lead your team. Focuses on Emotional Intelligence, Communication, Influence, and other soft skilled leadership qualities that improve the team.

06

Communication Skills and How to Ask the Right Questions 

Most people don't listen with the intent to understand - they listen with the intent to reply. Learn the fundamental breakdowns in communication and how to be a better listener and ask questions that uncover client needs.

These are Just a Few of the MANY Courses

Each course started off as a request from an agent. We take your request, study the material, ask other agents how they approach it and build your course for you. Let's us know what is trouble you and we'll make sure to help.

Want to See What's Available?

Schedule Your Free Meeting!

Schedule your FREE trisTOM meeting and discuss your training options.