SALES TOOLS

The Steady Sales Chart | The Steady Sales Navigator

sales training programs for insurance agencies

THE STEADY SALES CHART

This elegant tool is designed to help you connect your destiny to what you must accomplish this month. This bi-fold, 11×17 inch worksheet helps you prioritize monthly, quarterly, and yearly goals that directly support your mission, vision and destiny.

This is a must have tool if you believe your destiny is shaped by the things you do, day after day, after day. FREE! Just complete the form below for instant access.

sales training programs and tools for insurance agencies

THE STEADY SALES NAVIGATOR

Steady Sales Navigator

This powerful, action planning tool is designed as a 3x 5 foot wall chart to help individuals or teams achieve large or complex objectives in a specific period of time; typically no less than one month and no more than one year.

The Steady Sales Navigator helps you break down big goals into manageable chunks. It is an excellent visual aid for people who like to see major project milestones, obstacles, success factors, objectives and resources all laid out in one place.

In addition to the wall chart, The Steady Sales Navigator comes with a 30 minute instructional audio, a completed example, and a PDF file that allows you to print an unlimited number 11×17 inch copies. This is a must have tool to keep your goals, and action items front and center. FREE! Just complete the form below for instant access.

Sales Navigator

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I’m happy I participated in your program with my staff.  We all grew more comfortable with the discomfort of selling which increased our confidence in both new business sales and cross selling.  As a result, we implemented improvements in how we communicate with our clients using multiple forms of direct communication. We launched a cross selling campaign that ties what we learned from the program to our goals as an agency.   Your program was well worth the financial and time investment.

Philip Weise, President, Cal Branch Insurance

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We highly recommend Sheldon and his Steady Sales Program. Our team was struggling with making the ask for up sells & cross sells. After only a few short months we found our team using Sheldon’s strategies and by 6 months our ask rate doubled. Results and attitudes following closely behind!!! Sheldon came with a wealth of knowledge, an interest in understanding our needs, and worked with our team to make this program a success. Thank you Sheldon.

Shelley MacRae, CIP, Personal Lines Manager, Cooke Insurance Group

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Sheldon’s knowledge and passion for sales is infectious.  He shared many great idea’s, not the least of which was a fun sales contest that allowed me to reward the staff while interacting with our clients. His lesson on transitioning from service task to sales ask was also a major winner with my team and we all embraced it. Rewrites have slowed, which was a major goal of mine, and all of us are now asking questions regarding how and why we do certain things in the agency. I thank him for that.

Sean D. Cornelius, President, Weed Ross Agency

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