The Preneed Sales Institute shows you the way
Seeking your first sale? Or finetuning your current pitch? Our Preneed Sales Institute offers comprehensive training to help you find success. Explore our robust training sets for salespeople and owners/managers. Together we can build a program tailored just for your business.
Training delivered when and how you want it
We’ll help you identify needs, then work with you to deliver a full training track or specific topics. Training is available in person, online or through individual phone coaching
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Robust training for sales success
Our training tracks can help you learn new capabilities or sharpen existing skills.
Working with Global Atlantic
Get set up and start selling with us.
Topics that work for you
- Acquiring the insurance license
- Product training
- Processes & procedure training
- Portal usage and digital resources
- Working with your support team
Honing your sales skills
Deepen your connections, focus on the right activities and achieve better results.
Topics that work for you
- Asking questions
- Appointment setting
- Handling concerns
- Closing the sale
- Managing to activity
Building your preneed program
Explore outreach opportunities to fill your sales pipeline.
Topics that work for you
- Prospecting
- Aftercare
- Seminars
- Recommendations
- Price increase
- Deed delivery
- Direct mail
- Social media
Meeting with your families
Sharpen and expand your presentation skills.
Topics that work for you
- Planning Guide presentation
- Circle of Protection presentation
- Firm presentation
Elevating your preneed game
Add value for families and your business.
Topics that work for you
- Selling insurance vs Trust
- Improving your mix of business
- Expanding your book of business
- How to handle shoppers
- Selling cremation
- Marketing to veterans
Ready. Set. Lead
Our three management sales tracks help you effectively manage your staff and your business to maximize results.
Management Skills
Find, coach and retain your sales team.
Topics that work for you
- Recruiting and interviewing
- Agent onboarding
- Managing activity to results
- Sales meetings
- Coaching
- Making the tough decisions
- Portal usage and resources
Manager development
Hone your skills to lead effectively.
Topics that work for you
- Leadership
- Strategic thinking
- Problem solving
- Change management
Building your overall business
Analyze your current state and plan for action.
Topics that work for you
- Business Analysis
- SWOT Analysis
- GAP Analysis
- Action Planning
- Quarterly Updates
- Discussion Groups