CSR Sales Master Class

Wednesday, November 02, 2022 - Wednesday, February 01, 2023   iCalendar Eastern Standard Time

As a CSR, would you like to ignite your sales confidence, comfort, and success as you become a catalyst for angecy growth and client retention? If you answered, yes then, you have come to the right place!  This 6-module, on-demand course, supplemented with twice-monthly, live implementation support is co-led by nationally known sales coach, Sheldon Snodgrass and IIANC's very own Director of Agency Development, Jason Sabo.  You will learn effective methods of cross-selling, up-selling, generating more referrals, handling objections and closing new business with greater comfort, confidence and consistency. 

Earn 4 CE Hours for this program!!

Suggested Completion Schedule:

Ready, Set, Go!  Kick Off Meeting.   
Wednesday, November 2   9:00 - 10:00 AM EST
This 30-minutes kick-off event will introduce your coaches, set expectations for your learning journey, clarify each phase, answer your questions and fire you up!      


Module 1:  Increase Your Service Task to Sales Ask Effectiveness.  
Learn to comfortably, confidently and consistently transition from service task to sales ask without sounding pushy and keeping your ego intact.
Practice Period:  Wednesday, November 2 - Wednesday, November 16
Group Coaching Webinar:  Wednesday, November 16     9:00 - 10:00 AM (Coaching sessions are held as a Zoom meeting.) 


Module 2:  Improve Your Outbound Call Effectiveness.  
Learn to take the OW out of outbound calling so that you voice messages get returned, you spend less time in follow-up purgatory, and your renewal reviews, referral requests, and new business calls become welcome sales conversations.
Practice Period:  Wednesday, November 16  -  Wednesday, November 30
Group Coaching Webinar:  Wednesday, November 30     9:00 - 10:00 AM (Coaching sessions are held as a Zoom meeting.)       


Module 3:  Boost Your Inbound, New Business Closing Rate.  
Learn to quickly and diplomatically disqualify low probability prospects, connect more deeply with the remainder, and close more of those who are right for your agency.
Practice Period:  Wednesday, November 30 - Wednesday, December 14
Group Coaching Webinar:  Wednesday, December 14     9:00 - 10:00 AM (Coaching sessions are held as a Zoom meeting.)           


Module 4:  Handle Objections with Ease and Trial Close without Sounding Pushy.   
Learn how to handle resistance, including price objections, by tapping your deep source of power as an advisor in service to others.
Practice Period:   Wednesday, December 14 - Wednesday, January 4
Group Coaching:  Wednesday, January 4     9:00 - 10:00 AM (Coaching sessions are held as a Zoom meeting.)        

Please Note:  To observe the holidays, the usual two week time frame for this particular module has been extended.

Module 5:  Generate More High Quality Referrals.  
Learn how to ask your best customers and centers of influence for introductions to people you could serve.
Practice Period:   Wednesday, January 4 - Wednesday, January 18
Group Coaching:  Wednesday, January 18     9:00 - 10:00 AM (Coaching sessions are held as a Zoom meeting.) 

Module 6:  Integration - Achieve Long Lasting Success in Your Life.  
In this final module, you will learn how to leverage four habits of the mind and three behavioral hooks to achieve any personal change you desire.
Practrice Dates:   Wednesday, January 18 - Wednesday, February 1 
Group Coaching:  Wednesday, February 1     9:00 - 10:00 AM (Coaching sessions are held as a Zoom meeting.)       


Coach-the-Coach Meetings:  
Dates:  November 9December 7,  and January 11
Time:  9:00 - 10:00 AM ET  (Coaching sessions are held as a Zoom meeting.)
A coach-the-coach meeting is specifically designed for Principals and managers to support the implementation of lessons learned by their staff.  These three leadership-oriented webinars focus on the four pillars of skill development:  Maintain buy-in, enable focus, facilitate reinforement, and measure process not outcome.  Agency leaders should join all three coach-the-coach meetings so they can improve their outcomes while enabling staff to do the same. 

Cancellations:  If you wish to cancel your registration, please contact the IIANC Professional Development Department at education@iianc.com.  All cancellations must be submitted in writing to be processed.