Sales
For Medicare Professionals
HOW IT WORKS
ONBOARD
Get new agents and brokers confident, active, and productive in their first 100 days.
DEVELOP
Build essential sales skills: Prospecting, Selling, and Client Management.
MOTIVATE
Keep your team focused and engaged in every season of the Medicare year.
THE CHALLENGE
Selling To Seniors Requires Trust
Hype and pressure are the opposite of what’s needed to sell Medicare.
Not only do traditional sales approaches not work when it comes to selling to seniors, these approaches might cross the line of being non-compliant.
BUILD TRUST
Trust is the essential component to help seniors get the coverage they need.
GROW SALES
Higher trust leads to more policy origination and higher cross-sell revenue.
MAXIMIZE RETENTION
Relationships of trust reduce policy cancelations and improve retention.
THE SOLUTION
There Is a Better Way to Sell
At Selling From the Heart we believe that authenticity and empathy are the key to building trust.
OUR PROVEN PROCESS
A Smarter Way To Develop Sales Skills
ONBOARD
Get new agents/brokers confident and productive in their first 100 days.
DEVELOP
Build essential sales skills: Prospecting, Selling, and Client Management.
MOTIVATE
Keep your team focused and engaged in every season of the Medicare year.
Created and Delivered By Industry Professionals
With deep industry experience, our licensed team has experience training and coaching thousands of successful insurance sales professionals.
Ben St. Clair
Following over 20 years of training development and delivery for Humana, Ben now guides the content for the Selling Insurance From the Heart team.
Jackie Joy
With over a decade of sales leadership and coaching experience, Jackie brings her heart to training sales professionals and coaching leaders.
Larry Levine
As the author of Selling From the Heart and Selling in a Post-Trust World, Larry has delivered training to teams at Wellcare and Humana.
What People Are Saying
"The information you brought was absolutely a game changer. We are all better agents because of our time together."
"Each session has been “bite size”, builds on the previous session momentum and has focused on actionable steps.
At the core of it all has been the genuine, authentic approach to meaningful conversation to start a partnership.
This all aligns so well with our mission and values, but also with my personal beliefs.
"You asked if the training would help my team each have “one” more sale.
I’m happy to let you know that we are the top team in our market so far as we begin our annual enrollment period.
I also believe they will continue with this momentum as we finish out this year.
You made a difference."
"You asked if the training would help my team each have “one” more sale.
I’m happy to let you know that we are the top team in our market so far as we begin our annual enrollment period.
I also believe they will continue with this momentum as we finish out this year.
You made a difference."
"You asked if the training would help my team each have “one” more sale.
I’m happy to let you know that we are the top team in our market so far as we begin our annual enrollment period.
I also believe they will continue with this momentum as we finish out this year.
You made a difference."
"I want to send a special thanks for all of the time and effort you put in, to helping us develop into something more than just 'Sales People.'"
Get Started
Let us help your sales team flourish!
Schedule a time for a confidential conversation.
Get The Book That Started a Movement in the Insurance Industry
When Selling From the Heart released in 2018 it struck a chord in the insurance profession.
Executives, sales leaders, and sales professionals across multiple industries recognized that the biggest obstacle to growth was the ability to build and sustain trust. Larry Levine's book is a cry for authenticity. Buyers can smell insincerity. In the book, Larry shares his practical framework to bring authenticity and substance to prospects and customers.
"This book isn't one of those fluffy sales books that you read and have no way to act on. Selling from the Heart captures what it truly means to be successful in sales. It's not about the commission check, but rather helping people achieve their goals whatever they may be. I don't normally read for enjoyment, but I could not put this book down."
Lee Salz
Author, Sell Different
