Insurance Salesperson Course
This course equips aspiring insurance salespeople with essential techniques for selling automobile and term life policies in the U.S. market. Participants will master proven scripts, effective discovery questions, objection management strategies, and closing methods to foster client trust, recommend appropriate coverage, and increase policy sales, customer retention, and commission earnings. Gain hands-on knowledge of products, needs assessment, and sales preparation using CRM tools for superior results.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Enhance your sales performance through this specialised course focusing on discovery techniques, call preparation, and product discussions for automobile and term life insurance products. Acquire skills in targeted questioning, active listening, and CRM recording, followed by expertise in crafting clear proposals, managing objections, and effective closing. Develop practical insights into coverage choices, pricing factors, regulatory requirements, and bundling strategies to confidently advise families and convert superior leads into sales.
Elevify advantages
Develop skills
- Master fundamentals of auto and term life insurance: explain coverage options simply and clearly.
- Conduct rapid and precise needs assessments to determine suitable term life and auto protection levels.
- Conduct effective discovery calls with structured questions and attentive listening skills.
- Address pricing concerns assertively and secure more family-oriented insurance policies.
- Leverage CRM systems and digital research for better preparation and higher sales conversions.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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