Successfully Selling: Cultivating the Individualized Client Experience to Maximize Sales

Overview

Who Should Join

Home Office representatives responsible for increasing sales effectiveness and productivity for Agents, Advisors, Wholesalers, Contact Center Reps, and Sales Associates.

Highlights

When you understand what drives your consumers to purchase financial services, you can more easily adapt your approach in selling your products with success. Join LIMRA and Hoopis Performance Network in a conversation around understanding the concerns and priorities of today's consumer, and how your sales team can better anticipate and adapt their selling style to achieve their goals. In this webinar, Jacquie Lucas, Assistant Vice President of Talent Solutions, LIMRA and LOMA, and Joey Davenport, President, Hoopis Performance Network, discuss the importance of understanding and adapting your selling style and collaborative discovery techniques for selling success. Learn more about how effective sales training can hone these skills to be successful with each consumer.

Presenters

Jacquie Lucas, CLP

Director of International Programs, Product Architecture, LIMRA Global Talent Development

Jacquie Lucas, CLP

Director of International Programs, Product Architecture, LIMRA Global Talent Development

Jacquie identifies and develops training content and programs to support the professional development of sales agents and sales managers for various distribution models for LIMRA member companies around the world. Her team focuses on creating training curriculum that impacts the position’s effectiveness and drives positive results for the member’s organizations. Jacquie has close to 20 years’ experience in our industry from managing agencies and regional operations to playing the lead role in identifying company initiatives, business development opportunities, and learning objectives to increase wholesaler, agent and management effectiveness, retention and development rates globally. Companies that work with Jacquie experience training solutions relevant to their business needs discovered through a comprehensive approach of analyzing complex business issues and designing programs to meet their goals.

Joey Davenport, CLU, CLF

President, Hoopis Performance Network

Joey Davenport, CLU, CLF

President, Hoopis Performance Network

Joey is President and Co-Founder of the Hoopis Performance Network in Chicago. He has over twenty years of experience in financial services as a top producer, manager, entrepreneur and international speaker. Joey’s organization is recognized by Inc. 5000 as one of the fastest growing privately held businesses in the United States. HPN’s web-based training programs have received top recognition including multiple Digital Media Innovators Awards and the ROI Institute’s Top 10 Case Studies of the Year. Joey is co-author of the #1 bestselling book, The Power of Coaching: Engaging Excellence in Others. He is the executive producer of the HPN University and Trustworthy Selling. The University has over 50,000 members and is considered the #1 online content library in financial services. Trustworthy Selling was developed in collaboration with LIMRA International and has over 15,000 graduates. Joey is also Past President of NAIFA Chicago and a graduate of NAIFA’s Leadership in Life Institute. He received the NAIFA Illinois Young Advisors Team Leader of the Year award and the national Award for Association Excellence from the NAIFA Federation.