You’re meeting with a high-profile client. How can you build the confidence to close the deal?

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As an insurance agent, you know that closing a deal with a high-profile client can be a game-changer for your career and your income. But you also know that it can be intimidating and stressful to face their expectations, objections, and demands. How can you overcome your nerves and project confidence and credibility in your meeting? Here are some tips to help you prepare and perform at your best.

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Alexis Cierra Vaughn

Global Award-Winning Insurance Expert| Distribution ?? | Insurance & Tech Professor | InsurTech Consultant, Advisor |…

1 Know your client

Before you meet with your high-profile client, do your homework. Research their background, needs, goals, preferences, and pain points. Find out what they value, what they fear, and what they want from an insurance policy. Use this information to tailor your presentation and your pitch to their specific situation and interests. Show them that you understand them and that you have a solution that meets their needs.

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Cristyanne Magalh?es

Sênior Underwriter | Global Programs
(已编辑)
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High-profile clients are often seeking unique and tailored solutions and, by demonstrating that you've taken the time to truly understand their business and its needs, you can build the confidence needed to close a deal with them.

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2 Know your product

Another way to boost your confidence is to know your product inside and out. Review the features, benefits, and advantages of the insurance policy you are offering. Anticipate the questions, objections, and concerns that your client might have and prepare clear and convincing answers. Use facts, examples, and testimonials to back up your claims. Demonstrate your expertise and your professionalism by providing accurate and relevant information.

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3 Know your value

You are not just selling an insurance policy. You are selling yourself as a trusted advisor and a partner. To convey your value to your client, you need to communicate your unique selling proposition (USP). What makes you different from other agents? What can you offer that others can't? How can you help your client achieve their goals and solve their problems? Highlight your strengths, skills, and experience and show your client how you can add value to their situation.

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4 Know your strategy

To close the deal with your high-profile client, you need to have a clear and effective strategy. You need to know when and how to ask for the sale, how to handle objections and rejections, how to negotiate and overcome barriers, and how to follow up and close the loop. Plan your meeting in advance and have a clear agenda and a desired outcome. Use open-ended questions, active listening, and rapport-building techniques to engage your client and understand their needs. Use persuasive language, storytelling, and emotional triggers to influence their decision. Use trial closes, urgency, and incentives to move them towards the action.

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5 Know your mindset

Finally, to build your confidence, you need to have a positive and resilient mindset. You need to believe in yourself, your product, and your value. You need to avoid negative self-talk, fear of failure, and impostor syndrome. You need to embrace challenges, learn from feedback, and celebrate successes. You need to adopt a growth mindset that helps you improve and grow as an agent. You need to visualize your success and act as if you already have it.

You have what it takes to close the deal with your high-profile client. You just need to prepare well, perform well, and project confidence. Follow these tips and you will impress your client and achieve your goals.

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Alexis Cierra Vaughn

Global Award-Winning Insurance Expert| Distribution ?? | Insurance & Tech Professor | InsurTech Consultant, Advisor | Keynote Speaker | Agency Growth Guru | Interim Executive | EMCEE | Podcast Host |InsurTech Atlanta
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You have to be confident in order to close a high profile client. Know your product. Know your strategy. Have a great strategy and don't over promise and under deliver or you will lose them quickly and your reputation will be on the line as well.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Jack Grove

Founder at Sabreli Systems | Helping Life & Health Insurance Agents Accelerate Their Growth. On a Mission to Help 10,000 Agents by 2029.
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Focus on preparation. Know your product or service inside and out, anticipate objections, and highlight benefits. Confidence comes from knowledge and practice, so be well-prepared and showcase your expertise. Engage with the client, listen actively, and address their concerns. Believe in yourself and the value you bring. With preparation and positivity, you'll be ready to close the deal.

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Bram Bains, BCom, RIBO, CIP

Insurance Professional | ex Chubb, Aviva & Intact
(已编辑)
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Check your ego at the door....high profile clients tend to live a very fast paced lifestyle with no room for nonsense or fluff. It's always critical to do your homework and go into these meetings well prepared, but there's a high likelihood that you will need to pivot and adjust on the fly. It’s likely you’re being tested which can be very intimidating, but once you prove yourself as a trusted, resourceful and competent partner, your clients will open doors for you to grow your network and your business. Believe in yourself and put in the work!

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You’re meeting with a high-profile client. How can you build the confidence to close the deal?

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1 Know your client

2 Know your product

3 Know your value

4 Know your strategy

5 Know your mindset

6 Here’s what else to consider

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