How to Sell Life Products.

How To Sell Life Products?

Life Insurance Training For Agents And Brokers

This sales guide goes over all the steps and processes to sell and enroll clients into a Life Insurance plan.

Getting Started

Download Sales Process Flow Training

Life Insurance Training Starts Here…

Get the BenaVest Health Insurance Training Presentation below.
Download Sales Process Flow Training

Complete AML Training…

Anti-Money Laundering training is the first step before you can start selling life insurance. This, by law, makes it clear that you understand the do’s and don’ts of selling an insurance policy. We chose a training website that our in-house agents prefer below. To get started: 1. click the link below – 2. select “Insurance CE” – 3. select the state you want a license in – 4. select your license type. AML Training

Complete E&O Insurance…

Amount of Error and Omission Insurance Needed 1,000,000 / 1,000,000 or Greater

(Click the button below to find a carrier that our agents recommend) E & O Coverage Site

What Is The Sales Process Flow?

Below, you will find a concise overview detailing the functionality of the Sales Process Flow. By following this process, new agents can progress from the initial Life Insurance Training to becoming proficient and fully trained Life Sales Agents. Embracing this systematic approach enables agents to effectively navigate their training journey, acquiring the knowledge and skills necessary to excel in selling life insurance. Download Sales Process Flow Training

Social Media Info

Allow us to establish user-friendly Google My Business (GMB) and Facebook accounts that will be at your disposal. These accounts can be effectively utilized to acquire more leads and drive increased traffic to your name. With these powerful online platforms in place, you can enhance your online presence, attract potential customers, and generate greater visibility for your brand.

Landing Pages

Leverage your local market Google+ AND social media with duplicate landing pages of our local life pro website (created by Benavest for you with your contact information).

Meet With Client

Schedule a meeting to conduct a thorough needs analysis aimed at assisting the client in determining the optimal amount of life insurance required to adequately provide for their families' financial security. During this appointment, we will work together to evaluate various factors and consider the specific needs and circumstances of the client. By undertaking this needs analysis, we can determine the ideal coverage amount that will offer peace of mind and ensure the well-being of their loved ones.

New To Life Sales?

To access the comprehensive guide on sales and marketing protocol, refer to the infographic below. This informative resource presents ten essential steps that simplify the process of selling life insurance. By utilizing this guide, you will gain valuable insights and strategies to effectively navigate the sales journey. Don't miss out on this invaluable resource that will streamline your approach to selling life insurance. Refer to the infographic below and unlock the keys to success in the life insurance industry.

Contract With BenaVest Life Insurance

BenaVest offers a wide range of top-tier national carriers. Our dedicated team is here to assist you in contracting with the most competitive carriers available in your specific locality. Request Contracting