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Insurance Institute of East Africa
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Overview

This course will comprehensively develop you to sell NEEDS and not policies.

It addresses the essentials of needs-based consultative selling.After comparing financial objectives with existing resources, the need for additional insurance becomes obvious to prospects.This course is designed for new producers or for experienced agents who wish to upgrade their skills from package or products selling.This course will comprehensively develop you to sell NEEDS and not policies.

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Learning Outcomes

What you'll learn

On completion of this course, you will be able to accomplish the following:-

  • Compare needs selling with product selling;
  • Recognize the importance of needs selling;
  • Define and enumerate the steps to a successful sale;
  • Describe the fact-finding function in needs selling;
  • Use an effective case analysis methodology;
  • Prepare effective solutions and complete the sale;
  • Recognize the process of building lifetime clientele.

Course Outline

  • 1.1: Course Objectives

  • 2.1: The Road to Success
  • 2.2: The Need for Life Insurance
  • 2.3: Needs Selling vs. Product Selling

Price: US$125


Course Features
  • Modules 11
  • Duration 4 Weeks
  • Content Type Text & media
  • Assessment Yes
  • Pass Percentage 70%
  • Certificate Yes
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Insurance Institute of East Africa

Insurance Institute of East Africa
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Insurance Institute of East Africa
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