Ignite Your Sales, Confidence, Comfort and Success
Ignite your sales confidence, comfort and joy as you become a catalyst for agency growth and client retention.
Ignite your sales confidence, comfort and success through these six, entertaining, self-paced lessons to help you cross sell and upsell, handle objections, generate referrals and close new business inquiries with greater consistency and joy.
Struggling with transitions from service task to sales ask while juggling multiple responsibilities?
Feeling hesitant or pushy when handling customer objections?
Wondering how to boost new business closing effectiveness?
Frustrated by low outbound calling effectiveness?
Finding it challenging to convert inquiries into referral sales opportunities smoothly?
If this course doesn't produce results for you I'll refund your money. But you must make three promises.
I completed every module as prescribed, including the worksheets which I integrated with my customer conversations.
I repeatedly practiced the lessons from each module, especially modules 1-4, during my daily customer interactions.
I completed this course with an accountability partner (co-worker, family member or buddy) who helped me practice.
Thousands of other independent agents, service teams and call center reps have gotten better at...
Learn to smoothly shift from service to sales effortlessly.
Boost your reach rate and reduce follow-up time.
Close more business, qualify prospects with ease.
Handle resistance, trial close without appearing pushy.
Learn the important three levels of referral requests.
Achieve desired changes with mind and behavioral shifts.
“Our team was struggling with up sells & cross sells. Using Sheldon’s strategies our ask rate doubled. Results and attitudes following closely behind!”
CIP, Personal Lines Manager, Cooke Insurance Group
“He definitely got us out of our comfort zone…and it’s great on the other side! Our multi-line results are proof of his sales effectiveness. Our multi-lines increased 50% over previous years.“
COO, Knight Insurance
“His witty and engaging approach to breaking down the barriers that hold our service team back from reaching their full potential, and his simple but effective toolkit showed measurable results.“
Area President – Private Client and Personal Lines, Arthur J Gallagher
“He delivers high-energy and very engaging live presentation. In my 18 years at the agency, I have never had a program more well-received than this one. The reviews and results from our staff have been fantastic.”
Chief Operating Officer, Dimond Brothers. Insurance
I have spent thousands of hours coaching soldiers, skiers, white water rafters, insurance agents and athletes of all ages around the world.
Mixing behavioral science book-smarts with industry specific street-smarts, I will help you serve better so you can sell more. I've helped hundreds of insurance agencies and thousands of CSR’s in collaboration with dozens of national and regional carriers, state associations, and industry partners.
My spirited yet thoughtful tempo moves people from excitement in one moment to profound reflection in the next; all while eliciting nods of agreement, chuckles of laughter and earnest commitments to oneself.
Learn to smoothly shift from service to sales effortlessly.
Boost your reach rate and reduce follow-up time.
Close more business, qualify prospects with ease.
Handle resistance, trial close without appearing pushy.
Learn the important three levels of referral requests.
Achieve desired changes with mind and behavioral shifts.
The Steady Sales Digital Toolkit is included inside this Masterclass, packed with tools to support your journey.
Normally $97 ~ Included FREE!
The Insurance CSR Sales Master Class Handbook.
The Steady Sales Chart.
The Steady Sales Navigator.
The Steady Sales Log Book.
This course is specifically tailored for Insurance Customer Sales Representatives (CSRs) aiming to enhance their sales skills while managing service responsibilities.
The course helps seasoned pros and greenhorns alike. However, you should have at least one year under your belt. Not a beginner course.
The course is structured into six modules, each addressing specific skills and techniques. The timeline for completion varies, but it's designed to accommodate diverse learning paces. Figure 20 minutes to watch a module entirely but double that to start and stop it when you do the worksheets.
After love, sales makes the world go 'round. These skills will make you an indispensable asset no matter where you work.
We offer unlimited email support for any course-related queries during your learning journey. Additionally, we provide access to ongoing updates and a community of professionals for continuous support.
Yes, once enrolled, you'll have lifetime access to all course materials, including any updates or additional content.