The Life Insurance Sales Process

This session provides a step-by-step guide to successfully selling life insurance, from prospecting and needs assessment to presenting solutions and closing the sale. Agents will gain insights into how to conduct effective client consultations, handle common objections, and choose the right product based on client goals. The session will also highlight best practices for follow-up, compliance, and building lasting client relationships. Perfect for agents who want to improve their sales skills and increase their life insurance production.
Format

In-Person & Virtual

Date

June 17th
2:00pm EST

Language

Español

Translated captions available
Level

Basic

Meet the instructor

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Orestes Espinal

Life Insurance
With over 8 years of experience in the insurance industry, Orestes Espinel brings a wealth of knowledge and expertise to his role as an insurance agent, a general agent and instructor. Having worked as both an agent and a manager in various agencies, Orestes has a comprehensive understanding of the industry from multiple perspectives. His extensive background encompasses various aspects of insurance, including risk management, policy analysis, and customer relations. Orestes is dedicated to providing insightful and practical instruction, helping students navigate the complexities of the insurance field with confidence and competence