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confident closing


Help! I am putting together a short workshop on closing techniques and am looking for any ideas on activities or exercises that will help to build insurance sales advisors confidence in closing, particularly to existing customers.

Any ideas?
Sally Mason

4 Responses

  1. Closing

    – Some will, some won’t, so what? Ask anyway

    – Closing is not pushing anyone into anything, it is helping the customer buy.

    – An objection is a request for more information

    – Make the process of buying as easy as possible

    Hope this helps


  2. Is it about closing?
    Hi Sally

    My take on closing is pretty simple, if I took a guess, 9 out of 10 of failed closes are because that salesperson has failed somewhere else within the sales process. Personally I feel the idea of ‘closing techniques’ is a little dated. How I would approach such a workshop is to brainstorm all the reasons why a sale has broken down or failed, then split into breakout groups to investigate each failure, why has it occurred and where more time could have been spent on the sales process. Closing is rightly about confidence, this confidence should be gained from doing the sale well in the first place.

    If you want more information on anything, please give me a shout


  3. Closing ethically
    Hi Sally,
    If the pre-closing stage has been conducted appropriately, the Prospect will already be coming to the conclusion that he/she will go ahead and make the purchase. However, Prospects commonly suffer from pre-purchase paralysis and genuinely need re-assurance that a purchase is the right thing to do. In this case, summarise the benefits that the Prospect earlier articulated (as a result of your careful questioning) and ask if they still feel that way. When they respond “Yes”, then close them using either the Assumptive Close or the Alternative Close. call me if you want more info.


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