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Effective Insurance Sales Conversations Part 4 of 6 - Closing

Thursday 10 December, 12:30 pm - 1:15 pm (UK time)
Sharon Drew, Sales & Commercial Consulting
CPD
CPD Webinar Man Looking At Screen With Earphones 2

Successfully closing a sale is about helping customers make confident decisions, not applying pressure. In the fourth session of our Effective Insurance Sales Conversations webinar series, we'll focus on recognising the right opportunities to close, using effective questioning techniques, and applying practical closing methods that lead to positive outcomes for both the customer and the business.

We'll explore the importance of asking the right questions throughout the conversation and introduce the Three Golden Rules of Closing, giving you a simple, structured approach to securing commitment with confidence and professionalism.

By the end of this session, you'll have the confidence and practical tools to bring sales conversations to a successful conclusion, ensuring customers feel informed, supported, and comfortable with their decision.

Learning Objectives

  • Recognise appropriate opportunities to close a sale with confidence and professionalism.
  • Apply effective closing techniques, including the three golden rules, to achieve positive customer outcomes.
  • Use questioning techniques to confirm customer understanding and commitment before 
    closing. 
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