Script your success story

Know how you can becomea successful Insurance Advisor

WHAT CAN WE OFFER HER?

More often than not, a little bit of planning and discipline is all that stands between

success and failure. With the help of this short and crisp guide, you’ll get a comprehensive

view of what goes behind making a high-performance insurance advisor.

10 steps to success

Connect with peopleYou will have to meet as many people as possible through your references

Hard work and discipline on a daily basis

• Make 10 quality contacts per day (70-80 per week)• Contact each prospective client at least once every two weeks

Know the productsAs an advisor, you must know all the products and services inside out

Attend regular training sessionsYou will learn all about the products and the art of selling

DisciplineStrike a balance between your personal and professional life with an added profession

Focus on need-based sellingAsk questions that help you gauge financial needs and goals.Then present an appropriate solution

EnthusiasmMost importantly, you should be passionate about your business

PersistenceTypically, it takes at least a couple of meetings before a policy is sold.Don’t give up mid way

Good customer serviceBe there for your customers whenever they need you

Financial knowledgeApart from selling a policy, as a good insurance advisor you should also havea sound understanding of taxes and other financial products

Highly effective professionals, irrespective of their field, share one common trait: they always

chalk up an effective plan for their day ahead. And they execute it to perfection. As an insurance

advisor, there are a few crucial things that you need to take care of on a day-to-day basis.

• Make a plan for the day: allot time for lead follow-up, meeting prospects, resolving admin issues, etc.• Attend trainings and meet high-performance colleagues and seniors to share experiences

MORNING

• Call existing customers to know about their problems and issue reminders about renewals, etc.• Follow up on any admin/customer service issues related to your policies• Visit local gatherings like society events, melas and trade fairs

AFTERNOON

• Follow up leads and schedule appointments with prospects• Meet prospects who are already at an advanced stage of the sales process• Keep looking for leads from various sources

THROUGHOUT THE DAY

A day in your life as an Advisor

To know more, visit your nearest branch or contact me using the details below.

Name:

Mobile no.:

E-mail:

• Enterprising

• Hard working

• Willingness to learn

• Disciplined

• Persuasive Working with perseverance

• Good at relationship building

• Possess effective communication skills

• Initiative driven

Wondering if you can become a successful insurance advisor?

If you have the following qualities, the sky is the limit.

IRDA clarifies to public that IRDA or its officials do not involve in activities like sale of any kind of insurance or financial products nor invest premiums. IRDA does not announce any bonus. Public receiving such phone calls are requested to lodge a police complaint along with details of phone call number.

For internal use only. Disclaimer: Insurance is a subject of solicitation, Regd. Office: Birla Sun Life Insurance Company Limited, One Indiabulls Centre, Tower 1, 16th floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013. CIN: U99999MH2000PLC128110 Regn no. 109.