Hey, good morning! Rich here with Summit Life Group. Are you an independent agent looking to do remote sales, tele sales, or virtual sales? If you’re an agent or advisor considering this path, one of the common questions that often comes up is: “How many states do I need to…
The Truth about Insurance Sales
Hey, good morning! Rich here with Summit Life Group. I want to talk about the truth of insurance sales. You know, one thing I’ve noticed is that selling insurance is often portrayed as almost too good to be true “get rich quick” scheme. The reality is, selling insurance is an…
Tabletop Discussions – Episode 8
Rich: Hey, so David, we just finished our conference call. We haven’t done a tabletop recording in a while, though we do them every morning. We get each other fired up, plan out our day, but just haven’t been recording them. David: That’s right. Rich: But we just wrapped up…
The Most Important Part of a Sales Call
Hey, good morning! Rich here with Summit Life Group. Today, I want to talk about one of the most important parts of a sales call: the very beginning. I don’t care what you’re selling—especially if you’re selling over the phone—the first few seconds of your call are the most crucial.…
How Do I Get My Life Insurance License?
Hey, good morning! Rich here with Summit Life Group. Have you been considering getting your life insurance license and wondering what’s involved or how to do that? If so, I just want to take a few minutes to share some information with you. We help a lot of people in…
How Much Do Leads Cost?
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…
The Distraction Challenge
For agents working in the field, leaving the house early, spending long hours on the road, and traveling out of town keeps their focus solely on work. They might think about work from sun-up to sundown, and when they come home, they can check out and relax. However, when you’re…
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…