Insurance, Financial Services Sales Tactics

If you sell insurance, financial services and the like,you're not selling yourself; instead, you're selling
consider the following low-cost marketingthe benefits/solutions of long-term care insurance
strategies to help grow your small business.with your bio at the bottom. If you've done a
It's important to first acknowledge some of thecomprehensive and professional job, readers will
natural barriers to acquiring new clients within thecontact you.
insurance and financial services industries. These-- Partner with a local bank. The idea is to get
include, but are not limited to, customers lackingyourself noted as a "pre-certified insurance expert
knowledge about your products and, therefore,for XYZ bank." Approach the bank VP and
lacking the ability to ask questions, and customersrecommend an informal partnership whereby
afraid of being ripped off. Unfortunately, insuranceyou're available for complimentary onsite
and financial salespeople often carry the sameconsultation for bank customers. Moreover,
stigma as used car salespeople. And I'm certainthere's a tremendous amount of implied reliability
there are some great and honest used carand credibility when associating your business with
dealers around. It's important to recognize thisa bank. The great thing about banks is that they
stigma so you can proactively address it in yourusually distribute large monthly customer mailings.
marketing plan. Ultimately, to grow your businessIdeally you'll want to piggyback on the bank's
within the insurance and financial servicesmailing by having your sales flyer included. These
industries you must strive to build an incredibleflyers are usually called, "bill stuffers." Don't forget
reputation, built on a platform of reliability, honestybanks also distribute calendars, year-end
and product knowledge. I also encourage you tostatements, etc. Try to get noted in all of their
be very straightforward about your pricing andcommunications. Of course, under the umbrella
how you make your money. The fact is, yourthat you're a partner with the bank.
customer wants to know. Surprise them, and tell-- A bank north of Boston lets their small business
them upfront.customers display sales materials for a week in
Here are some marketing strategies I suggesttheir lobby. Approach your bank where you have
you try.your business account and ask for the same.
-- First, try teaming up with complementary-- Try partnering with hospitals. They're well
professionals, such as estate attorneys, businessknown for sponsoring workshops. They also
attorneys, financial planners, etc. You'll receivedistribute a weekly/monthly newsletter. My local
referral business faster from such businesses forhospital actually distributes their calendar of
two reasons. One, their customers are currentlyevents in my local newspaper. By partnering with
utilizing services for "future" occurrences. Hence,hospitals and similar organizations, your
your prospect is already in the mindset of planningprospect-reach compounds tremendously, while
and spending for the future. You now becomeyou spend zero!
another product they need to consider for the-- Consider joining your local chapter of Business
future. Second, there's an implied trust betweenNetwork International, Of course, like any
an estate attorney and her customers. If anorganization, it's only as effective as your
estate attorney referred her customers to you,networking abilities and how well the members of
that customer would be more likely to dothat particular chapter work together. Always
business with you, than if he/she had simply seenattend at least two meetings before joining. And
your print ad in a local newspaper.watch out! Associations' memberships are down
-- Launch a publicity campaignacross the board due to the sluggish economy.
For example, consider submitting a story idea toThere's definitely some hard selling going on. Take
your local media about, "The Fallacies ofyour time when deciding what organization is best
Long-term Care Insurance. Who Needs It? Whatfor you. Don't be misled into joining anything.
is it? Insider Secrets to Buying the Most-- Align yourself with a reputable online insurance
Comprehensive Plan." I can't stress this next pointmedia outlet. Ideally you want to become a
enough; you must be objective when interviewingregularly featured columnist, or perhaps act as a
for such a story. When being interviewed by themoderator for an upcoming online seminar, etc.
media, it's not a chance to "sell" yourself; rather,This does several things for you. One, usually
it's an opportunity to express your knowledge andanything Internet-related is archived. So if a
expertise, and help readers use your knowledgeperson is shopping around for insurance or financial
to their benefit. If they like what you have toproducts and you've partnered with a reputable
say, they'll contact you.and high search engine ranking online media outlet,
-- Consider facilitating a bimonthly workshop(s) atthere's a good chance your Web site will reflect
your local library or community center called, "Thehigh in search engine rankings. Two, if you're a
Insider's Point of View to Long-term Careregularly featured columnist, you immediately
Insurance. Who Needs It, Who Doesn't?" Or, "Ageacquire more credibility than your competitors.
& Long-term Care Insurance, When's The RightReaders are more likely to reach out to you for
Time?" The workshop-tactic is becoming slightlyproduct solutions.
overused. However, I think it's still a very-- Don't forget about organizations you already
powerful marketing tool. Plus, it's affordable. Youbelong to. Are you taking advantage of their Web
simply need to be more imaginative with yoursite resources, i.e., linking your Web site, being
topics and headlines.included in their membership directory, etc.?
-- Try creating a "Long-term Care Insurance TopWhat's more, do a quick search on for free
10," fact sheet. It should include detailed contentdirectories. Try, ["your expertise" insurance
about the ins and outs of selecting long-term caredirectories], or [financial sales representatives
insurance, i.e., why, why not? Who qualifies anddirectories.]
what are the estimated costs? Distribute your-- The key marketing strategy to keep in mind
fact sheet to prospects, the press and variousfor any salesperson is that you must circulate, "be
public bulletins, such as the library, town hall, Postseen." It's the most perpetuating sales lead
Office, colleges, doctor and attorney offices, etc.program you can foster.
When you're selecting bulletin boards, stick to-- Finally, as you're working hard to generate all
professional looking boards, rather than justthese new leads, make sure you have a follow-up
catch-alls. The latter will reduce yourplan in place. The fastest and most affordable
professionalism. Some bulletin boards give off thefollow-up method is to ask prospects if they want
impression, "What would she know; she'sto receive your free monthly ezine.
advertising on a bulletin board." On the fact sheet,