Sign up for your life insurance coaching today!
8 Session Coaching Package
Maximize your opportunities to learn and grow your insurance business with an 8-week coaching programme tailored to your goals.
Kick-Start Coaching Session
Need a kick start? A one-hour coaching session with Life Insurance veteran Helena will help get you on the path to improved sales and happier clients!
Life Insurance Sales Coaching Services
Are you ready to drastically improve your life insurance sales?
Life Insurance Sales Coaching has brought some Life-Licensed Advisors over 300% ROI!
In the history of the human race there has never been a baby who took their first tentative, shaky steps, fell and decided never to get up and try again! Instinctively we find something or someone to hold on to and keep practicing. Stumbling and falling sometimes, getting up and practicing again and again until eventually we walk strong and unaided. Then we naturally take it to the next level and run!
Are you life licensed and “stuck in start”? Or a neophyte to marketing and selling insurance and the insurance sales process? Or just tired of taking the baby steps in the insurance sales arena with no support? Insurance Know-How coaching will work with whatever your experience level is to develop winning strategies for you!
“Her coaching style is similar to her training–she really listens and not only identifies the issues and sub issues, she then consistently finds practical and easy to implement approaches / solutions to situations that for the less experienced can be daunting. More importantly her solutions work! She has been in the industry for a long time and has coached both senior managers, advisors themselves, and of course policyholders. Helena is a star.”
Cameron Jacox, CEO, Jacox-Hilton Producer Consulting
“Wow, I cannot believe it has been two months since we met for my Kick Start coaching session. I have been in business for 8 years now, with this as my 3rd career and was in need of some inspiration and motivation. You provided a focused session, preventing me from going off on too many tangents. You quickly recognized my skill set and provided targeted suggestions for me to incorporate immediately into my business strategy. I have already seen results! In only two months that included the Christmas break, I have already earned a 10.1% return on my investment in this coaching with Helena. I have been energized and am confident that there will be even more rewards in the future. I am highly recommending you to my colleagues.
Bruce Gibson, Financial Security & Investment Representative, Freedom 55 Financial
“I got my life license after being an investment advisor for 16 years. Once licensed I had absolutely no idea how to go about selling insurance to my clients. After only 3 telephone coaching sessions with Helena, l was raising the insurance conversation in almost every client meeting. That was a surprise to me. I thought it’d be more sporadic. After the 4th session I made 2 critical illness and 1 life sale.
Helena’s coaching skills and concern for my success catapulted me from not knowing what to do or how to do it to having insurance as a fully integrated part of my practice in only 8 sessions! The time I spent with Helena was very valuable, and I recommend her to anyone interested increasing their insurance sales.”
Joshua Wise, Vice President Investment Advisor
Maybe you’re at the next level and have learned to run like the professional runner. You’re making a good living at what you love to do – financial planning as well as marketing and selling insurance and investments. And like the professional runner you’re competitive and want to find ways to improve your insurance marketing and sales performance and gain a competitive edge. Whether that’s in finding ways to identify and make multiple insurance sales, or whether that’s in establishing or streamlining processes, Insurance Know-How’s consultative coaching packages for independent advisors and branch principals will pay you back big dividends!
“Having been in the insurance business since 1972 I was doing well, but found I had hit a barrier to getting to the next level of insurance sales. The first session reminded me of a lot of tools I had learned but had somehow discarded along the way. I started to look for multiple sales opportunities again. Then Helena got me to focus on my business plan and running my practice as a business. The results? My practice income has increased 125%+ over the 4 or 5 years since.”
Rod Hamilton CFP, Principal, Hamilton Insurance & Financial Management
“I got more out of a couple of hours of Helena’s coaching me by phone than I did out of an entire day spent face to face with one of her competitors. I’d say that the return on my investment in Helena’s coaching has been at least 300%!”
JD Croth, Financial Advisor, Dundee Wealth Management
I know first-hand the challenges you face executing your business plan (do you have one?), prospecting, selling, servicing, dealing with the volatility of the stock markets, running your business and organizing client appreciation functions, hiring and training staff … the list can be endless! STOP trying to figure out on your own how to get there and get some real world sales and business coaching from people who are already there!
Just need a kick start? You can book one hour of coaching for only $500!
Do you have questions about how life insurance coaching can help you and your business?
Contact Helena today at firstname.lastname@example.org or (519) 471-7800.