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Sales Training

Redefine how you sell insurance services


Course Overview

The insurance sales training program is tailored to equip insurance sales agents and professionals with the knowledge and abilities to present the benefits of intangible, complex and abstract insurance products. The insurance industry is evolving and this brings new challenges such as the proliferation of digital alternatives, consumer emphasis on value, and increased demands for customized products.


insurance services sales training
Training Salesruby Academy

To succeed in today’s insurance sales landscape, a modern approach to selling is necessary. Insurance sales agents must have exceptional training to effectively provide customer-centric solutions that meet individual needs better than the competition.

Mastering the buyer’s journey, engaging all relevant stakeholders, and effectively communicating the value of products and services are key skills for success in insurance sales, especially for organizations offering multiple, complex products.

If you want to excel in today’s insurance sales landscape, understanding the buyer’s journey, engaging all relevant stakeholders, and effectively communicating the value of your products and services are essential. This is especially true for insurance organizations that offer multiple, complex products.

SalesRuby Academy’s insurance sales training for insurance sales agents and teams provides the insights, necessary tools and solutions to help your insurance sales professionals do just that. By applying the challenger sales approach to closing insurance deals and positioning a differentiated value proposition, your insurance sales agents will be empowered with the skills they need to succeed in today’s competitive market.


Boost Sales Skills of your Team

From prospecting and consultative selling to negotiating and closing, your sellers need the right skills to succeed in sales. We offer a full suite of sales training programs to give your team the skills they need to consistently find and win new business

Build a Team of Top Performers

To succeed in Insurance sales, you need your team to bring their A-game day in and day out. We’ll help you build a team of top performers and a culture of sales success so you don’t just meet your sales goals—you consistently beat them

Leveraging Key Accounts

A huge untapped opportunity in many Insurance companies is growing existing accounts. We’ll teach your sellers how to successfully cross-sell and upsell the full set of your company’s capabilities and grow your accounts.

Our Insurance Sales Training Programs

Bespoke Sales Training

We have a full suite of training modules tailored to help your company's sale and margins. We help generate more leads and turn them into paying customers

Sales Coaching

Working with a coach can be the difference between success and failure in retail sales. We can coach your tams ourselves or teach your sales managers to unleash the sales potential of your team

Sales Process Improvement and Consulting

Where should you focus to make significant improvements in sales performance? Where do your growth opportunities lie? We will help you uncover your greatest opportunities for sales growth and put a plan in place to realize those opportunities

Industry Leaders We've Worked With

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