Home Breadcrumb caret Partner Content Breadcrumb caret Announcements WEBINAR: Closing the Sale; Effective Techniques Are you are new to the industry and have limited knowledge of specific sales techniques needed to effectively service clients? Do you understand the importance of cross-selling and up-selling? During this valuable session, you will be given an overview of the “insurance sales professional” role as well as certain character traits that a sales professional possesses. […] July 22, 2021 | Last updated on September 10, 2024 1 min read Are you are new to the industry and have limited knowledge of specific sales techniques needed to effectively service clients? Do you understand the importance of cross-selling and up-selling? During this valuable session, you will be given an overview of the “insurance sales professional” role as well as certain character traits that a sales professional possesses. Through numerous examples using both personal lines and commercial lines insurance, you will be led through the progress of a sale from initial contact with the client, to determining the needs, and closing the sale. FACILITATOR: Melanie Needham, FCIP, CRM President, MRD Consulting