Insurance Sales

About this course

Learn how professional insurance advisors build lifetime client relationships: understanding products, running an honest needs analysis, explaining premiums and exclusions clearly, handling trust objections, and servicing renewals and claims so referrals follow naturally.

Learning objectives

• Differentiate the main categories of personal and commercial cover
• Run a structured needs analysis and calculate a protection gap
• Explain premium, exclusions and claim process in plain language
• Handle trust, price and 'I'll think about it' objections
• Build a renewal and referral engine from your existing book

Curriculum

• Welcome to Insurance Sales
• Understanding the ProductsLocked
• The Needs Analysis ConversationLocked
• Explaining Premium, Terms and ExclusionsLocked
• Objection Handling and TrustLocked
• Renewals, Service and ReferralsLocked
• Applied Practice ExerciseLocked
• Practice TestLocked
• Final AssessmentLocked
• Course CompletionLocked