Mastering the Concepts of Business and Applying them to AEP with WellCare - Applied General Agency, LLC
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Mastering the Concepts of Business and Applying them to AEP with WellCare

October 9 • 10:00 am - 3:00 pm PDT

Join us for our upcoming training will WellCare to get you prepared for this AEP!

Eric Neria will be hosting a total of 4 sessions going over the items listed below.

You won’t want to miss out on this opportunity to get ahead this Selling Season, register today.

Session 1: Building a Business Foundation – Forming a Business Identity, Creating a Business Plan, and Branding Yourself

• What to consider when starting your Insurance Business
• How to lay the proper foundation for your Insurance Practice
• How to establish your “Business Identity”
• How to discover and employ your “Business Accelerant”
• How to brand yourself effectively
• How to manage your resources
• How to differentiate yourself from the competition
• Solid business principles and how/when to apply them.
• How to compose a workable business plan
• Simplifying your business

Session 2: Power Prospecting – Mastering the Art of Finding New Clients

• Where to find new clients
• Approaching any conversation with confidence
• Overcoming ‘call reluctance’
• How to turn conversations into appointments
• What to say, how to say it and when to say it
• How to fill your calendar with meaningful activity
• How to create Centers of Influence and community partners
• Turning acquaintances into relationships
• Fine tuning your telephone skills

Session 3: Power Selling – Mastering the Art of Closing the Sale

• Breaking the proverbial ice
• Effectively building rapport with the client
• Conducting a useful needs analysis
• Asking the right questions at the right time
• Incorporating persuasive, transitionary statements
• Selling value over benefits
• Selling a “long term” solution to your clients
• Selling what you “stand for”
• Effectively utilizing “trial closes”
• Advancing the conversation through the phases of the sales process
• Effectively reading the client’s body language and buying signals
• Setting up and executing a seamless, working close

Session 4: Building a Referral Based Business

• Why Referrals are Vital to the Success and Longevity of Your Business
• Leaving your clients in a better situation than you found them
• How to incorporate the Referral Conversation in a Sales Appointment
• What to Say, How to Say it, and When to Say it
• How to Get Your Clients Working for You


October 9
10:00 am - 3:00 pm PDT
Event Categories:


AGA, Inc.
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Target Market
Southern California


AGA Anaheim
1040 N. Tustin Avenue
Anaheim, CA 92807 United States
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