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Simple Solutions Sales Process Increases Annuity Sales and Client Relationships
Annuity sales veteran and coach, Brian D. Mann, trains insurance professionals and financial advisors on a new and unique 8-step sales program.
The Simple SolutionsTM Systematic Sales Process provides professionals with an 8-step program that leads to more and better sales and enhanced client relationships. The program started out as a FINRA-reviewed seminar system for annuity producers called Simple SolutionsTM for Creating Your Retirement Income Plan, which focused on income planning. It soon blossomed into a unique sales process that all annuity professionals can utilize regardless of whether or not they hold seminars, bring a friend events, or third-party endorsement workshops.
“What is different about our systematic sales process is that it focuses on relationships. Our proven, unique sales process continues once a prospect becomes a client in order to maximize the relationship and to obtain quality introductions or referrals. Almost all other sales systems are transactional and the sales process ends once a prospect becomes a client,” said Brian D. Mann, Chief Marketing Officer at Partners Advantage.
Partners Advantage also provides a comprehensive training and mentoring program, which includes: weekly conference calls, in-person training each month, opportunity to observe consumer seminars and online resources. A large portion of the process and training focuses on showing producers how to develop quality referrals and build strong relationships with their clients.
“Professionals who adopt this sales process really don’t have to sell anything, because they learn how to help people reveal what they need in order to improve their retirement savings and income plan. This process will also show insurance professionals how to retain their clients forever,” said Mann.
Partners Advantage represents more than 50 of the nation’s top insurance companies and provides a strong suite of services for producers, including top-tier technology, case design, and advanced markets expertise. The company also provides many exclusive insurance sales tools and training programs.
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About Partners Advantage Insurance Services
Partners Advantage Insurance Services, LLC, is an independent national insurance marketing organization with 80 associates located in offices across the country. The company is a one-stop brokerage shop for licensed agents and agencies throughout the United States who sell annuities, life insurance, and health insurance. Partners Advantage also offers specific expertise in the advanced case marketplace, RIA and broker-dealer services for registered representatives, top-tier technology, and unique lead and agency-building programs. Partners Advantage is open 12 hours each business day from 7 a.m. to 7 p.m. Central to serve producers and agencies throughout the country. For more information about Partners Advantage, visit their web site at www.partnersadvantage.com.