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The Insurance CSR Sales Master Class Handbook
Get skills and energy to serve better and sell more
by J. Sheldon Snodgrass View author's profile page

Overview


This Master Class Handbook teaches Insurance CSRs the skills to boost sales results and feel great about selling more while they serve better. CSRs learn how to cross-sell and up-sell, account round, handle objections, generate more referrals and close new business with greater comfort, confidence, and consistency. This Master Class Handbook comprises six, field tested and validated growth lessons that are fun and focused, and includes self-directed worksheets and exercises for practice. The lessons in this handbook are: The Big Five CSR Sales Skills, the Four Habits of Mind, and the Three Hooks that Bind Action to Intention.
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Description


This Master Class Handbook teaches Insurance CSRs the skills to boost sales results and feel great about selling more while they serve better. CSRs learn how to cross-sell and up-sell, account round, handle objections, generate more referrals and close new business with greater comfort, confidence, and consistency. Revenue from organic growth, retention, and policies in force rises alongside a service and sales culture that turns staff into catalysts for improved outcomes in their professional lives. This Master Class Handbook comprises six, field tested and validated growth lessons that are fun and focused, and includes self-directed worksheets and exercises for practice. The lessons in this handbook are: The Big Five CSR Sales Skills, the Four Habits of Mind, and the Three Hooks that Bind Action to Intention. Active participants will… - Gain a new level of confidence, comfort and success in how they sell while they serve their customers. - Recognize and erode any limiting beliefs they have about their sales ability, their customer's willingness to buy, and their own capacity to achieve personal and professional goals. - Experience more joy because as revenue grows through their implementation of the lessons, so too will their personal successes outside the office.
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About the author


As a living laboratory for his own study, Sheldon he has spent thousands of hours coaching soldiers, skiers, white water rafting quests, high school athletes, masters level Ultimate Teams, and Insurance Industry Professionals around the world.

 Sheldon got his first, adult taste of rigorous coaching as an airborne trained officer in the U.S. Army.  He learned, only through hindsight, that force of will, repetition, and endurance are useful attributes but insufficient for the well-rounded and joyful pursuit of excellence - no matter what the endeavor.

 As a nationally certified ski instructor for 25 years, Sheldon has coached thousands skiers through their trepidations and limitations to a place of confidence and joy - never barking or belittling, always encouraging and patient.

 He is also a veteran white water river guide who discretely seeks out the guests on each trip whose silent fear nearly blinds them to the beauty and thrill of the ride – then he gently coaches them through it.

 He built, from scratch, the first girls Ultimate Frisbee team at his city High School and through seven seasons coached them to three state finals, two tournament championships and a top 10 national ranking.

 He has captained Masters level Ultimate teams, and is a competitive trail racer and triathlete who lives in the ebb and flow of daily discipline, distant goals, distractions and disappointments.

 In 2002, Sheldon launched SteadySales.com to help service people sell.  He’s coached hundreds of insurance agencies and thousands of CSR’s in collaboration with dozens of national and regional carriers, state associations, and industry partners.

 Sheldon’s energetic coaching flows from two guiding principles: lovingly meet people where they are and ignite their own desire to improve.

Read more

Book details

Genre:BUSINESS & ECONOMICS

Subgenre:Sales & Selling / General

Language:English

Pages:98

Format:Paperback

Paperback ISBN:9781098319571


Overview


This Master Class Handbook teaches Insurance CSRs the skills to boost sales results and feel great about selling more while they serve better. CSRs learn how to cross-sell and up-sell, account round, handle objections, generate more referrals and close new business with greater comfort, confidence, and consistency. This Master Class Handbook comprises six, field tested and validated growth lessons that are fun and focused, and includes self-directed worksheets and exercises for practice. The lessons in this handbook are: The Big Five CSR Sales Skills, the Four Habits of Mind, and the Three Hooks that Bind Action to Intention.

Read more

Description


This Master Class Handbook teaches Insurance CSRs the skills to boost sales results and feel great about selling more while they serve better. CSRs learn how to cross-sell and up-sell, account round, handle objections, generate more referrals and close new business with greater comfort, confidence, and consistency. Revenue from organic growth, retention, and policies in force rises alongside a service and sales culture that turns staff into catalysts for improved outcomes in their professional lives. This Master Class Handbook comprises six, field tested and validated growth lessons that are fun and focused, and includes self-directed worksheets and exercises for practice. The lessons in this handbook are: The Big Five CSR Sales Skills, the Four Habits of Mind, and the Three Hooks that Bind Action to Intention. Active participants will… - Gain a new level of confidence, comfort and success in how they sell while they serve their customers. - Recognize and erode any limiting beliefs they have about their sales ability, their customer's willingness to buy, and their own capacity to achieve personal and professional goals. - Experience more joy because as revenue grows through their implementation of the lessons, so too will their personal successes outside the office.

Read more

About the author


As a living laboratory for his own study, Sheldon he has spent thousands of hours coaching soldiers, skiers, white water rafting quests, high school athletes, masters level Ultimate Teams, and Insurance Industry Professionals around the world.

 Sheldon got his first, adult taste of rigorous coaching as an airborne trained officer in the U.S. Army.  He learned, only through hindsight, that force of will, repetition, and endurance are useful attributes but insufficient for the well-rounded and joyful pursuit of excellence - no matter what the endeavor.

 As a nationally certified ski instructor for 25 years, Sheldon has coached thousands skiers through their trepidations and limitations to a place of confidence and joy - never barking or belittling, always encouraging and patient.

 He is also a veteran white water river guide who discretely seeks out the guests on each trip whose silent fear nearly blinds them to the beauty and thrill of the ride – then he gently coaches them through it.

 He built, from scratch, the first girls Ultimate Frisbee team at his city High School and through seven seasons coached them to three state finals, two tournament championships and a top 10 national ranking.

 He has captained Masters level Ultimate teams, and is a competitive trail racer and triathlete who lives in the ebb and flow of daily discipline, distant goals, distractions and disappointments.

 In 2002, Sheldon launched SteadySales.com to help service people sell.  He’s coached hundreds of insurance agencies and thousands of CSR’s in collaboration with dozens of national and regional carriers, state associations, and industry partners.

 Sheldon’s energetic coaching flows from two guiding principles: lovingly meet people where they are and ignite their own desire to improve.

Read more

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