Hey, good morning! Rich here with Summit Life Group. One of the questions I hear a lot from agents is about lead costs: “How much does this lead cost?” or “How much are these leads?” It’s a good question, especially if you’re an independent agent or considering becoming one. If…
The Opportunity
Tele sales offers an amazing work-life balance, much more so than fieldwork or door-knocking. But the freedom to work from anywhere also means you need discipline to avoid distractions. If you’re considering tele sales, be honest with yourself about your ability to stay focused. At Summit Life Group, we help…
Staying Disciplined
In my experience, one of the biggest reasons people fail in tele sales is that they’re not working as much as they think they are. Agents who are successful in independent tele sales know that success comes from consistently working. When you’re at home, it can feel like you’ve been…
Balancing Lifestyle and Work
We love and celebrate the lifestyle aspect of tele sales, and we’ve seen it work well for many agents. For example, one agent shared how they wrote an application while in the car rider line picking up their kids, turning that waiting time into productive work. Another agent shared a…
Top Sales Professionals Do This
Rich here with Summit Life Group. Today, I want to talk about one of the most important things you can do to improve in sales—specifically, tele sales for life insurance—and that’s tracking your numbers. You’ve probably heard this before, but after working with so many agents, I can tell you that…
Don’t Try it Alone!
Rich here with Summit Life Group. If you’re an independent life insurance agent looking to break into tele sales and sell remotely over the phone, I have one piece of advice for you: Don’t try to go at it alone. There’s a lot to know and learn about tele sales, and…
The Secret Ingredient to Tele-Sales for Independent Life Insurance Agents
Rich here with Summit Life Group. This morning, I was reflecting on the power of community in tele sales. We’re getting ready to celebrate some of our agents today—some have reached big milestones, like writing five applications in a single day for the first time! It got me thinking about…
Do You Need Life Insurance Training?
Good morning, Rich here with Summit Life Group! When it comes to selling over the phone, the agents who do it best are the experienced ones—the ones who have stuck with it long enough to get good at overcoming objections, mastering the introduction, and handling the flow of the call.…
How to Increase Your Profitability as an Independent Life Insurance Agent
Hey there, Rich here with Summit Life Group! Are you looking to increase your profitability as an independent life insurance agent? One of the most important skills to develop is the ability to generate referral sales. It’s one of the most effective ways to boost your profitability. The Power of Referrals:…
2 Important Metrics for Independent Agents
Hey, good morning! This is Rich with Summit Life Group. Today, I want to share some information specifically for independent, entrepreneurial business owner life insurance agents who are looking to scale and grow their independent businesses. If you’re in this category, I have some important insights for you. If you’re…