Giving Memorable Sales Presentations Part 1

Our job in selling insurance isn't to peddle product.

It's to be great storytellers. And that is what I want to show you guys today, is how you can set your proposals up to be a great storyteller. Because I'm going to start with what doesn't work.

Here's what I see, and I used to be horribly guilty of this. You get in the intro meeting with a prospect, right? And. And you do everything right. You ask all the right fact finding questions. If your agency uses some kind of assessment, you walk the producer, the prospect, excuse me, through an assessment. And you get all the right data from them, right? So now you got everything you need to come back to do a really good proposal.

But for some reason, when you walk in to do the proposal, you make it all about you.

So you spend all this time creating these fancy PowerPoint slides that have all these animations.

But you spend 90% of your proposal talking about yourself and your agency and how big you are and how many resources you have and how awesome you are. They don't care.