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Insurance, Financial Services Sales Tactics

If you sell insurance, financial services andyourself; instead, you're selling the
the like, consider the following low-costbenefits/solutions of long-term care
marketing strategies to help grow your smallinsurance with your bio at the bottom. If
business.you've done a comprehensive and professional
job,  readers  will  contact  you.
It's important to first acknowledge some of
the natural barriers to acquiring new clients-- Partner with a local bank. The idea is to
within the insurance and financial servicesget yourself noted as a "pre-certified
industries. These include, but are notinsurance expert for XYZ bank." Approach the
limited to, customers lacking knowledge aboutbank VP and recommend an informal partnership
your products and, therefore, lacking thewhereby you're available for complimentary
ability to ask questions, and customersonsite consultation for bank customers.
afraid of being ripped off. Unfortunately,Moreover, there's a tremendous amount of
insurance and financial salespeople oftenimplied reliability and credibility when
carry the same stigma as used carassociating your business with a bank. The
salespeople. And I'm certain there are somegreat thing about banks is that they usually
great and honest used car dealers around.distribute large monthly customer mailings.
It's important to recognize this stigma soIdeally you'll want to piggyback on the
you can proactively address it in yourbank's mailing by having your sales flyer
marketing plan. Ultimately, to grow yourincluded. These flyers are usually called,
business within the insurance and financial"bill stuffers." Don't forget banks also
services industries you must strive to builddistribute calendars, year-end statements,
an incredible reputation, built on a platformetc. Try to get noted in all of their
of reliability, honesty and productcommunications. Of course, under the umbrella
knowledge. I also encourage you to be verythat  you're  a  partner  with  the  bank.
straightforward about your pricing and how
you make your money. The fact is, your-- A bank north of Boston lets their small
customer wants to know. Surprise them, andbusiness customers display sales materials
tell  them  upfront.for a week in their lobby. Approach your bank
where you have your business account and ask
Here are some marketing strategies I suggestfor  the  same.
you  try.
-- Try partnering with hospitals. They're
-- First, try teaming up with complementarywell known for sponsoring workshops. They
professionals, such as estate attorneys,also distribute a weekly/monthly newsletter.
business attorneys, financial planners, etc.My local hospital actually distributes their
You'll receive referral business faster fromcalendar of events in my local newspaper. By
such businesses for two reasons. One, theirpartnering with hospitals and similar
customers are currently utilizing servicesorganizations, your prospect-reach compounds
for "future" occurrences. Hence, yourtremendously,  while  you  spend  zero!
prospect is already in the mindset of
planning and spending for the future. You now-- Consider joining your local chapter of
become another product they need to considerBusiness Network International, Of course,
for the future. Second, there's an impliedlike any organization, it's only as effective
trust between an estate attorney and heras your networking abilities and how well the
customers. If an estate attorney referred hermembers of that particular chapter work
customers to you, that customer would be moretogether. Always attend at least two meetings
likely to do business with you, than if hebefore joining. And watch out! Associations'
she had simply seen your print ad in a localmemberships are down across the board due to
newspaper.the sluggish economy. There's definitely some
hard selling going on. Take your time when
--  Launch  a  publicity  campaigndeciding what organization is best for you.
Don't  be  misled  into  joining  anything.
For example, consider submitting a story idea
to your local media about, "The Fallacies of-- Align yourself with a reputable online
Long-term Care Insurance. Who Needs It? Whatinsurance media outlet. Ideally you want to
is it? Insider Secrets to Buying the Mostbecome a regularly featured columnist, or
Comprehensive Plan." I can't stress this nextperhaps act as a moderator for an upcoming
point enough; you must be objective whenonline seminar, etc. This does several things
interviewing for such a story. When beingfor you. One, usually anything
interviewed by the media, it's not a chanceInternet-related is archived. So if a person
to "sell" yourself; rather, it's anis shopping around for insurance or financial
opportunity to express your knowledge andproducts and you've partnered with a
expertise, and help readers use yourreputable and high search engine ranking
knowledge to their benefit. If they like whatonline media outlet, there's a good chance
you  have  to  say,  they'll  contact  you.your Web site will reflect high in search
engine rankings. Two, if you're a regularly
-- Consider facilitating a bimonthlyfeatured columnist, you immediately acquire
workshop(s) at your local library ormore credibility than your competitors.
community center called, "The Insider's PointReaders are more likely to reach out to you
of View to Long-term Care Insurance. Whofor  product  solutions.
Needs It, Who Doesn't?" Or, "Age & Long-term
Care Insurance, When's The Right Time?" The-- Don't forget about organizations you
workshop-tactic is becoming slightlyalready belong to. Are you taking advantage
overused. However, I think it's still a veryof their Web site resources, i.e., linking
powerful marketing tool. Plus, it'syour Web site, being included in their
affordable. You simply need to be moremembership directory, etc.? What's more, do a
imaginative  with  your topics and headlines.quick search on for free directories. Try,
["your expertise" insurance directories], or
-- Try creating a "Long-term Care Insurance[financial sales representatives
Top 10," fact sheet. It should includedirectories.]
detailed content about the ins and outs of
selecting long-term care insurance, i.e.,-- The key marketing strategy to keep in mind
why, why not? Who qualifies and what are thefor any salesperson is that you must
estimated costs? Distribute your fact sheetcirculate, "be seen." It's the most
to prospects, the press and various publicperpetuating sales lead program you can
bulletins, such as the library, town hall,foster.
Post Office, colleges, doctor and attorney
offices, etc. When you're selecting bulletin-- Finally, as you're working hard to
boards, stick to professional looking boards,generate all these new leads, make sure you
rather than just catch-alls. The latter willhave a follow-up plan in place. The fastest
reduce your professionalism. Some bulletinand most affordable follow-up method is to
boards give off the impression, "What wouldask prospects if they want to receive your
she know; she's advertising on a bulletinfree monthly ezine.
board." On the fact sheet, you're not selling



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