The Pinnacle Career: Mastering the Concepts of Business, Presented by Wellcare (Eric Neria) - Applied General Agency, LLC
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The Pinnacle Career: Mastering the Concepts of Business, Presented by Wellcare (Eric Neria)

June 7 • 9:00 am - 2:00 pm PDT

If you aspire to take your business to unprecedented heights, this workshop is for you!

Please join us for a 4-part workshop that will encompass the following corpus:

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 discover and establish your “Business Accelerant”
• How to establish your “Business Identity”
• 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

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

• Where to find new clients
• How to turn conversations into appointments
• What to say and when to say it
• How to fill your calendar with meaningful activity
• How to create Centers of Influence and community partners

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

• Effectively build rapport with the client
• Conduct a useful needs analysis
• Ask the right questions at the right time
• Incorporate persuasive, transitionary statements
• Effectively utilize “trial closes”
• Transition the conversation through the phases of the sales process
• Effectively read the client’s body language and buying signals
• Set up and execute a working close

Session 4: Building a Referral Based Business

• Why Referrals are Vital to the Success and Longevity of Your Business
• How to Transition to 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

Food and refreshments will be provided, registration required. 


June 7
9:00 am - 2:00 pm PDT
Event Categories:


AGA Anaheim
1040 N Tustin Ave
Anaheim, CA 92807 United States
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Registration is closed for this event.