Lisa Williams’ Post

NEW OPPORTUNITY - MIDLANDS Are you working in a Commercial Insurance New Business role? Or perhaps you’re a Commercial Handler that’s ambitious and chomping at the bit to get in front of clients and really showcase your talent? If so, you need to read on........... When picking an insurance broker to build your sales career you need to consider how they will develop, support and stretch you to your full potential. I’m working with a broker that delivers on all three and has a VERY different new business methodology, their unique approach is seeing their Development Executives individually produce annual income of up to £250k. HUGE financial reward by way of salary, new business bonus and an extremely lucrative long term share incentive! Modern Business Strategy: Bid farewell to outdated cold calling and door-knocking. Their revolutionary approach redefines success without these old-fashioned tactics, with new starters blowing their previous 'personal bests' out of the water and reaping the financial rewards as a result. Quality Leads: Enjoy a consistent influx of high-quality leads and client introductions, supported by the reputable brand and huge team support. Ownership Opportunities: Become a shareholder and see short, medium and long term financial rewards for your work, securing a pathway to generational wealth for you and your family. So if you’re fed up of outdated practices, want to be properly financially rewarded for your input and work for a business that will fully support you to deliver - give me a call on 07392 085866 or send me a DM and I’ll book you in for a coffee chat with the client.

Becoming a life insurance agent offers a unique blend of financial and mental rewards that are hard to find in other careers. Mentally, it's incredibly fulfilling to know you're playing a crucial role in securing the financial future of families, providing them with peace of mind in their most challenging times. It's a career that builds on personal connections, trust, and the satisfaction of making a meaningful difference in people's lives. Financially, the opportunity for growth is significant. With hard work and dedication, agents can enjoy a lucrative career with the potential for high earnings through commissions, bonuses, and other incentives. The more you invest in understanding your client's needs and tailoring solutions for them, the more rewarding your career becomes, both financially and in the sense of personal achievement. In essence, being a life insurance agent is not just about selling policies—it's about offering security, building lasting relationships, and achieving financial success by making a positive impact in the lives of others.

Book Review: Secrets of Successful Insurance Sales 📕 "Secrets of Successful Insurance Sales" by Jack & Gary Kinder is a comprehensive guide to excel in the competitive world of insurance sales. Drawing from their extensive experience in the field primarily in US markets, the authors provide various strategies and techniques that can lead to success. The book is a practical handbook that provides actionable advice which can be implemented quickly. From prospecting and lead generation to closing deals and retaining clients, every aspect of the sales process is covered in detail. The authors emphasize the importance of building strong relationships with clients based on trust and integrity, rather than simply focusing on making a sale. It delves into the psychology of selling with PMA (Positive Mental Attitude), exploring ways to overcome objections and handle rejection effectively. It also provides guidance on leveraging technology and social media to enhance sales efforts in today's digital age. My personal take: - The front-end techniques may vary across geographies but the background methodology i.e. a positive intent with right tools & techniques cooks the success broth in a scrumptious way.

In my insurance career I have worked in various models. Corporate models & 1-800 models where customers just sat on hold for ridiculous wait times or spoke to a different agent every time. The measure of success for these companies were their growth & expansion, while still being perplexed why their retention goals weren’t met, and there was constant staff turnover. Customers were frustrated, and staff felt job insecurity if they didn’t meet the “performance goals” required by the company, usually just based on the # of policies sold in a day or the number of clients calls you took. I knew my value as an agent was more than just the volume I produced & this wasn’t the type of insurance career I wanted to have. The model that aligned with me was working for an Independent Insurance Brokerage, and not the ones that claim they are independent when they actually aren’t, or the ones with impersonal operations. I enjoy getting to know my client, and letting them get to know me. It’s a genuine interaction, where I believe the client actually has the best experience. I am truly their advisor and advocate, and I have had the privilege of clients that have been with me for many years People are not just business transactions, and true success is not just measured by numbers 

It may seem unbelievable, but I assure you it's entirely achievable. Here's how you can transform your career: ✅ In just one week, you can prepare for and pass your life insurance exam. Yes, within just 7 days, you can be fully licensed and ready to dive into a rewarding career in this thriving industry. ✅ Three days after passing your exam, you'll have the opportunity to partner with top-rated insurance companies. These leading firms are on the lookout for motivated, ambitious agents just like you. ✅ In a few short weeks, you'll acquire a high-paying skill that will set you apart from the competition. Our intensive training program will provide you with the insights, strategies, and techniques necessary for success. ✅ And the best part? In just 90 days, you could be earning over $10,000 a month, just like many of our top agents. That's a six-figure income in under three months. ✅ Imagine the financial freedom this could bring to your life.

I do a lot of networking, not because I'm trying to sell something, but because I need a good reason to step away from my computer and interact with people. I’m not one to immediately tell people what I do. When you start talking about finance or insurance, you can often see their eyes glaze over. I’d rather hear about the person I’m talking to—their job, kids, passions, and so on. That said, I do talk to a lot of people in the insurance industry—nerds have to stick together. Most of them focus on large group benefits and risk management, targeting companies with 100+ employees or those spending $250,000 or more on property and casualty premiums. Today, one of the people I met in the industry started asking questions about my business. I explained that I’m going after the "small" businesses the big brokers often overlook—companies with fewer than 100 employees, those that might only spend a few thousand on property and casualty. In my opinion, this small group space is severely underserved. Big brokers don’t incentivize their producers to sell in this segment, not like they do for the big-ticket accounts. Many producers also earn much larger commissions on new business and much smaller ones on renewals. I want to serve the small business owners who are trying to wear all the hats. These are the people who will appreciate what I do the most—offering them one point of contact to handle all their insurance needs, both commercial and personal. No more dealing with 1-800 numbers for customer service issues, put a face to the name behind the emails. Make insurance human again! Having problems with your insurance? Let Luke handle it! #FinanceCoach #InsuranceNerd

If you recruit INSURANCE AGENTS then you definitely want to hear this! 👇 Most insurance agency builders waste a LOT of time whenever they try to recruit outside of their warm market... They try stuff like: - Prospecting at the mall - Paying for job search sites - Posting on social media - Asking their friend to post on social media And all they get in return is more unqualified individuals wasting their time or asking for a job... Which is exactly why I’ve created a FREE community called Insurance Agents University, to help insurance agency builders recruit agents outside of their warm market without wasting time or money. In fact… in just 9 months we have grown from 0 to over 3200 members. This is the first time we're releasing these agency building secrets for FREE to the public, and it probably won’t last forever… 👉 So click the link below and grab your free access right now. https://lnkd.in/dapYxu7K What are you waiting for?

10 essential keys to insurance agent success... ⬇️⬇️⬇️⬇️⬇️⬇️ 1. 📚 Product Knowledge: You must understand the insurance products you sell inside out. This way, you can explain coverage options effectively to your clients. 2. 💼 Sales Skills: Identifying your clients' needs and effectively communicating how your products can meet those needs is essential for success. 3. 🤝 Networking: Building and maintaining a strong network of clients and referrals can help you generate leads and create sales opportunities. 4. 💬 Customer Service: Providing exceptional service to your clients builds trust and loyalty, leading to repeat business and referrals. 5. 🔄 Adaptability: Stay current with industry trends, regulations, and technology to adapt to changes and meet your clients' evolving needs. 6. 🚀 Persistence: Rejection is common in sales, so persistence and resilience are crucial qualities for success. 7. 🤝 Ethics and Integrity: Operating with honesty and integrity helps build trust with your clients and enhances your reputation as an agent. 8. 📚 Continuous Learning: Pursuing ongoing education and professional development keeps you informed and competitive in the insurance industry. 9. ⏰ Time Management: Effectively managing your time allows you to prioritize tasks, focus on high-value activities, and maximize your productivity. 10. 🎯 Goal Setting: Setting clear, achievable goals helps you stay motivated and focused on reaching your objectives as an insurance agent.

I’m so tired of captive agents and others who are new to the industry and is being brainwashed by their uplines/recruiter lying to them. This is most definitely one of the most important posts I’ve done when choosing an insurance brokerage to represent, see for yourself! When choosing an insurance brokerage, several factors can impact your long-term success and satisfaction. Here are key elements to consider: 1. Reputation and Stability: - Research the brokerage’s reputation in the industry. A long-standing, well-regarded brokerage offers credibility, stability, and a good support network. 2. Support and Training: - Look for a brokerage that offers strong training programs, mentorship, and ongoing professional development. This is especially important for newer agents or when expanding to a new market. 3. Commission Structure: - Evaluate the commission splits and bonuses. A competitive commission structure that aligns with your financial goals is crucial. 4. Access to Carriers and Products: - Ensure the brokerage has access to a wide variety of insurance carriers and products. This will give you the flexibility to serve different client needs and potentially increase your sales opportunities. 5. Technology and Tools: - In today’s market, brokerages that offer advanced technology for client management, policy tracking, and marketing can help streamline your operations and increase efficiency. 6. Compliance and Licensing Support: - Since you are a Canadian agent expanding into the U.S., ensure the brokerage offers support for navigating U.S. insurance regulations, licensing, and compliance. 7. Company Culture: - A positive, supportive company culture can significantly impact your job satisfaction. It’s important to join a brokerage where you feel aligned with their values and work environment. 8. Contractual Flexibility: - Review the brokerage contract carefully, including any non-compete clauses, termination policies, or restrictions on moving clients if you decide to leave. 9. Growth Opportunities: - Consider the potential for professional growth, such as leadership opportunities, promotional pathways, or expansion into other lines of insurance. 10. Marketing and Lead Generation Support: - Some brokerages provide marketing tools or lead generation support, which can be critical to building your book of business, especially in a new market like the U.S. Choosing the right brokerage is vital for building a successful insurance career, so weigh these factors based on your specific goals and the market you want to enter. Experior Financial Group checks all the boxes. Don’t believe engage me and I’ll prove it!!! #realgrowth#realopportunity #realcompany

Ever wondered what an Insurance Broker does? Here’s a glimpse in to some of my daily routines… • Reviewing client business activities: Exploring and evaluating businesses to help clients manage their insurance program. • Checking out new worksites: Excited to see new projects come to life and support clients with solid insurance solutions. • Industry events: Connecting with fellow professionals and staying updated on the latest policies. • Networking: Building relationships that matter – because collaboration is key! • Claims: Assisting clients through the claims process and ensuring they’re taken care of. • Property surveys: Conducting thorough assessments to provide the best coverage options. • Writing new policies: staying current and offering the latest policies to my clients. • Risk reviews: Identifying and mitigating risks to protect what matters most. • Weather reports: reviewing the natural hazards and risks we all face. Every day brings new challenges and opportunities to make a difference! --- Disclaimer: This is not an exhaustive list of all tasks and responsibilities undertaken by an insurance broker. The daily routines may vary based on specific client needs and industry demands. All photos are either my own or have been shared with me. ---