Here's how you can present insurance proposals to clients assertively and confidently for maximum benefits.

Client confused by insurance jargon? Speak their language! Don't just present features, explain how the policy benefits their life (e.g., protects savings, covers unexpected costs). Use clear examples & ask questions to tailor coverage. Be confident in your knowledge - you're the expert

Yes, know it inside out. In my opinion, there isn't one more powerful element to a sale than a deep understanding of what you are offering. Insurance has a lot of complexities that you need to be able to communicate, the benefits, the exclusions, terms, and conditions. Always be transparent.

être à l'écoute et comprendre son client. Transparence et vulgarisation du discours en expliquant le plus simplement possible. Expliquer ce que la solution proposée apporte comme avantage avec des exemples à l'appui pour qu'ils puissent se projeter.

Active listening ideally includes face to face meetings or phone calls. If you can't get that level of contact it may be worthwhile to watch the news, subscribe to their newsletters and engage their social media channels or public facing documents such as manuals or request for information. This will deepen your understanding of their priorities and enable you to identify potential opportunities to serve them that aren't generic fluffy pleas for a meeting. Think about knowing enough to invite someone on a first date to restaurant that serves their favorite cuisine.lvs just asking to meet for coffe. You had to do a little homework to increase odds of a first date. Imagine how well the second approach works if they hate coffee?

From my experience, the most successful insurance salesman will understand that his consumer doesn't have a one-size-fits-all solution. Hence, providing tailored proposals addressing their unique requirements will give you more edge.

Energy is contagious. Being GENUINELY excited to connect is important. Explaining why you are excited is helpful in fostering connections and being received as someone who isn't just blowing smoke.

The day I understood how providing insurance I was delivering a lot of value to the consumer and their families, everything became easier. A clear purpose will let you be more human, and more contagious because you are not only interested in the sale.

Bien souvent les produits d'assurance font peur par leur complexité ou pour la protection qu'ils représentent, par exemple une prévoyance qui protège les revenus en cas d'arrêt de travail, d'invalidité ou la famille en cas de décès, n'est pas un produit amusant à aborder. Il est important d'en parler le plus possible avec sérieux, tout en apportant de l'enthousiasme en montrant l'intérêt qu'apporte cette solution dans la vie de notre client, lui permettant d'être serein.

Une démonstration avec un graphique ou un dessin qui correspond à la situation du client est toujours parlante et permet tout de suite de se projeter en apportant une réponse concrète aux besoins exprimés.

Never, ever talk bad about other competitors and solutions. You have a lot of other powerful tools to differentiate yourself and show value.