Educational Consultant
- You should be a consultant
- Have or understand how to develop a strong online presence
- Know how to leverage trust and personal relationships online and on strong social media.
- Understand how to use digital content as a sales tool.
- The knowledge of an insurance agent, an understanding of budgets, interest, time value of money.
- The ability to start conversation about personal finance, interest, savings, the ability to ask effective questions and listen.
- Once you’ve identified their unique challenge, you can help clients overcome it. Providing this unique value to prospects will let you thrive in 2020 and beyond.
- Know how to combine your instincts with data-backed insights? Stay well-prepared for the future.
- Understand how to prioritize your selling efforts and identify the most qualified leads.
- Communicating information through a presentation.
- A good understanding of Financial Products and services, the ability to gather the important information needed in order to provide a financial analysis, the ability to assess proposals or illustrations and make recommendations.
Sales Capabilities
- Leadership
- Account Management
- Client Acquisition
- Client Retention
- Team Management
- Territory Management
- Customer Relationship Management (CRM)
- Scheduling
- Diligence
- Personal Ethics
- Initiative
- Highly Driven
- Goal-Oriented
- Authenticity
- Teamwork
- Oral Communication
- Written Communication
- Active Listening