Insurance & Financial Sales
Train Your Team to Sell Peace of Mind Ethically and Effectively
Selling peace of mind is no easy task, especially over the phone, between compliance pressures, emotional conversations, and skeptical buyers, most reps are overwhelmed. It’s about trust, timing, and compliance. We train outbound teams to lead with empathy, handle sensitive conversations with confidence, and convert without crossing the line. Built for high-volume environments where every call counts and every word matters.
Who it’s for?
What This Module Delivers
Module 1
Getting Results Building Your Sales Foundation
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Sales Mindset
Top agents aren’t just skilled they’re mentally built for this.
In this business, your mindset is your edge. It's what keeps you sharp when deals fall through, focused when distractions hit, and in motion when motivation fades.This module is designed to hardwire the thinking patterns, habits, and resilience that drive consistent performance even in tough markets.
You’ll learn how to:
✅ Rewire limiting beliefs and build bulletproof confidence
✅ Stay focused, disciplined, and consistent — daily
✅ Handle rejection without losing momentum
✅ Create the mental edge that turns pressure into performanceWant the full breakdown of what’s covered in this module?
Enter your name and let us know which module you’d like we’ll send the full outline within 24 hours.
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Sales isn’t guesswork. It’s a sequence.
Top agents don’t just wing it — they follow a structured process from first contact to close that builds trust, creates momentum, and drives conversion.This module breaks down the exact steps you need to guide buyers and sellers through every stage with clarity and control.
You’ll learn how to:
✅ Follow a proven sales flow that removes friction and builds confidence
✅ Move clients from interest to action with precision
✅ Handle every stage — from prospecting and pitching to presenting and closing
✅ Eliminate drop-offs, hesitation, and missed opportunities with structure that sticksWant the full breakdown of what’s covered in this module?
Enter your name and let us know which module you’d like — we’ll send the full outline within 24 hours.
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High performers don’t leave sales to chance they plan for it.
This module teaches you how to build a clear, focused sales plan that turns goals into action and creates consistent results month after month.You’ll learn how to:
✅ Set real targets based on your market, goals, and capacity
✅ Reverse-engineer your income goals into weekly actions
✅ Track key metrics that actually move your business forward
✅ Stay focused, accountable, and in control of your pipeline
✅ Create a scalable plan that grows with your businessWant the full breakdown of what’s covered in this module?
Enter your name and let us know which module you’d like we’ll send the full outline within 24 hours.
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If you can’t clearly communicate your value, clients will default to price.
This module teaches you how to define, articulate, and position your unique value — both in-person and through tech-driven channels — so you stand out in any market.You’ll learn how to:
✅ Craft a compelling value message that resonates with modern buyers and sellers
✅ Communicate your worth with confidence — not just commission rates
✅ Use AI tools to enhance your proposals, marketing, and presentation flow
✅ Handle objections by aligning value with what clients care about most
✅ Leverage data and automation to reinforce credibility and build trust fasterWant the full breakdown of what’s covered in this module?
Enter your name and let us know which module you’d like — we’ll send the full outline within 24 hours.
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In outbound sales, success comes from structure — not luck.
This module shows you how to build a high-output prospecting system that keeps your pipeline full using data, smart tools, and daily consistency.You’ll learn how to:
✅ Find and source the right data to build targeted, high-quality call lists
✅ Prioritise prospects based on intent, value, and urgency so you’re calling the right people first
✅ Use clear, proven scripts that open conversations and book appointments fast
✅ Leverage AI tools to streamline list building, personalise outreach, and automate follow-ups
✅ Track calls, contact rates, and conversions through simple reporting so you know what’s working
✅ Build a daily prospecting rhythm that creates momentum, consistency, and results
✅ Stay focused by automating repetitive tasks while keeping your human touch where it counts
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In outbound sales, your words are your weapon — but delivery is everything.
This module shows you how to take control of the conversation, handle objections with confidence, and turn hesitation into opportunity — every time.You’ll learn how to:
✅ Master high-converting scripts for cold calls, follow-ups, and reactivation campaigns
✅ Adapt tone, pacing, and positioning to connect with different personality types
✅ Handle common objections like “Not interested,” “Send me something,” and “We’re happy with our current provider” without losing control
✅ Use real-world objection-handling frameworks to reduce resistance and earn trust
✅ Practice through structured role play and live call simulations — so reps don’t just learn, they apply
✅ Apply call recordings to review performance, refine scripts, and improve delivery in real time
✅ Build a repeatable routine that improves confidence, sharpens delivery, and drives higher conversionWant the full breakdown of what’s covered in this module?
Enter your name and let us know which module you’d like — we’ll send the full outline within 24 hours.
Module 2
Closing Deals and Building Relationships
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In outbound sales, it's not just what you say it's how you say it.
Whether you're on the phone or at the door, strong communication is what builds trust fast, keeps people engaged, and moves conversations forward.This module teaches you how to communicate with clarity, confidence, and control — even in high-resistance situations.
You’ll learn how to:
✅ Use tone, body language, and pacing to build instant rapport — over the phone and face-to-face
✅ Lead conversations with confidence using structured talk tracks that still feel natural
✅ Ask better questions that uncover real needs and shift the conversation from rejection to interest
✅ Apply proven listening techniques like mirror, match, and redirect to keep control without pressure
✅ Stay calm and professional when met with resistance or confrontation
✅ Role-play real scenarios for both door-to-door and outbound call situations, with live feedback and practical drills
✅ Use AI and call/visit reviews to assess communication gaps and continuously improve deliveryWant the full breakdown of what’s covered in this module?
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Top performers know how to guide prospects from interest to decision using simple, confident closing techniques that build trust, not pressure.
This module teaches you how to close with purpose, control, and clarity, whether on a cold call, in person, or during a second follow-up.
You’ll learn how to:
✅ Recognise buying signals early and move confidently toward the close
✅ Use soft closes, trial closes, and assumptive closes without sounding pushy
✅ Handle last-minute hesitation with calm, structured responses
✅ Apply closing frameworks that feel natural and build urgency
✅ Guide conversations through the final steps without losing momentum
✅ Practice real-world closing scenarios through role play, scripting, and feedback
✅ Use AI tools to analyse closing effectiveness and improve timing and delivery
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This module teaches you how to identify upsell moments, cross-sell with relevance, and turn happy customers into reliable referral sources without sounding pushy.
You’ll learn how to:
✅ Spot upsell and cross-sell opportunities during discovery and delivery
✅ Position add-ons and upgrades in a way that feels helpful, not salesy
✅ Use proven phrasing to expand value without losing trust or momentum
✅ Ask for referrals naturally and confidently at the right time, in the right way
✅ Create a repeatable system for capturing and following up on referral leads
✅ Use automation and AI tools to trigger upsell offers and referral requests based on client actions
✅ Practice real upsell and referral conversations through live role play and call simulations
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This module shows you how to use the right tools to reach more people, track performance, automate follow-ups, and focus on what actually drives revenue.
You’ll learn how to:
✅ Choose and use CRMs that fit your outbound workflow — without overcomplicating things
✅ Automate call lists, follow-ups, reminders, and lead nurturing
✅ Use AI to personalise messaging, analyse call outcomes, and improve talk tracks
✅ Track daily activity, contact rates, and conversions through smart dashboards
✅ Integrate call tools, SMS, and email systems to create one seamless prospecting engine
✅ Stay productive from anywhere with mobile-ready tech setups
✅ Apply simple automation that saves time while keeping the human connection intact
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What gets measured gets improved and in outbound sales, the numbers never lie.
This module shows you how to track performance at a high level, so you can spot gaps, increase conversion, and build consistent results across your team or territory.You’ll learn how to:
✅ Track critical outbound metrics: sales per hour, contact rate, talk time, conversion %, call-to-close ratio, and follow-up effectiveness
✅ Automate call outcome tracking and report on performance by agent, team, or campaign
✅ Use AI dashboards and CRM analytics to surface trends, gaps, and coaching opportunities
✅ Set daily, weekly, and monthly targets aligned to real income and pipeline goals
✅ Monitor lead response times, speed-to-lead, and follow-up sequencing
✅ Create visual reports that drive individual accountability and healthy competition
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Top performers aren’t built in one training session they’re developed through repetition, feedback, and consistent growth.
This module helps you create a culture of continuous improvement so your skills, mindset, and results never stagnate.You’ll learn how to:
✅ Build a personal development plan that aligns with your sales goals and growth areas
✅ Use call reviews, coaching sessions, and performance audits to improve over time
✅ Leverage AI and reporting tools to pinpoint strengths, gaps, and coaching priorities
✅ Stay sharp through structured learning cycles, role play, and micro-training
✅ Track skill improvement over time — not just results
✅ Encourage peer-to-peer learning and team accountability for growth
✅ Create systems for regular upskilling without pulling reps out of the fieldWant the full breakdown of what’s covered in this module?
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Results you will get
✅ Master flexible, high-impact sales scripts to open and close conversations effortlessly
✅ Handle objections with confidence and turn hesitation into action
✅ Sharpen real-world skills through live role plays and call breakdown sessions
✅ Establish consistent habits with structured daily sales routines
✅ Monitor performance using clear KPIs and reporting tools
✅ Drive accountability with regular team reviews and coaching check-ins
✅ Increase conversion rates through smart call planning and pitch control
✅ Build a high-performance sales culture grounded in energy, process, and results
✅ For team leaders: Use our plug-and-play tools to coach, track, and scale your team's success -
Why our approach works
Because your team doesn’t need more theory they need coaching, compliance, and real-world sales skills.With 15+ years leading high-pressure outbound teams in insurance, telco, and financial services, we know what works on the phone and what doesn’t. We don’t just run workshops and walk away. We coach. We track. We get results.
Our training is designed for teams who sell under pressure and under regulation. We teach your reps how to build trust fast, handle sensitive conversations with care, and convert ethically without ever breaching compliance.
This is hands-on, performance-driven coaching built for the real world where every word matters and every call counts.
Want the Full Module Breakdown?
The overview above is just a snapshot.
If you'd like to see the full breakdown of what's covered in any specific module, enter your name and tell us which one you're interested to learn more about.
We’ll send you a detailed outline that shows exactly what’s included in the training
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