What can a traditional life insurance professional learn from a digital life insurance marketer and primarily online advisor?
Nov 11, 2024
It turns out a great deal when it’s the right online life insurance advisor.
Honestly, I never thought that I would be featuring a young digital marketer on Solis but when you hear what I heard, you’ll understand why this is a not to be missed event.
You are in for a special treat at the next Solis session on Thursday, November 28th from 1:00 to 3:00 pm when I’m in conversation with Gregory Rozdeba, CEO and Advisor at DundasLife.com, Canada’s leading digital life insurance brokerage. Greg started in earnest in 2020, during COVID working directly with customers ever since – almost entirely on zoom. His sales results are surprisingly very impressive! The reason why is even more impressive.
Gregory previously served as Director of Sales at a Toronto-based insurtech firm that he took from having no product to raising over $7.6M in venture capital to transform the prospect to policy process in Canada. Gregory holds a bachelor’s degree in finance and accountancy from OnTech University. He was going to be a CPA until he discovered what the work was like.
So, what can we learn from Gregory? First, while we may or may not like the online process, competent, professional advisors need to know what the fuss is all about. We can’t just pretend it doesn’t exist. We need to understand what’s going on. To do otherwise would be malpractice.
And what’s going on is that digital marketers like Gregory are simply digitizing the sales process traditional advisors use and making it work for them mechanically and methodically. They create a system and then make the system work for them. They get a script, and they repeat it time and again. They have a sales qualification process and keep repeating it. It’s a “Lather, rinse, repeat” thing. Sound familiar?
The lesson for traditional advisors is VERY important. Watch as Gregory reveals:
- The biggest problem traditional advisors have
- How to best use Facebook to get leads
- What to have in your Sales Funnell
- What ideas attract the most interest and leads online and how you can use them – you will be as surprised as I was!
- The value of activity and focused marketing
- How much money you can make selling ordinary business (wow!)
- What strategies and tactics work equally well in person and online
- How to use the same strategy in the business insurance market
- The free value you can get from his new open-source site, DundaBrokers.com…and much more!
I promise that you will learn a ton about how to be better. Even if you never do any online business beyond completing an application, you will get ideas that will make you better fast.
So please join me Thursday, November 28th at 1:00pm eastern for a learning experience like no other. Nothing but Solis gives you the best sales and practice management ideas from the best advisors and consultants in the world to help you build your life insurance sales confidence.
Click on www.acsolis.com to join today and learn the strategies of dozens of the world’s best. The best investment you can make is in yourself – and it’s tax-deductible!
Think about it. What would it be worth to you if all you got was just one idea from that could increase your income by 10 percent each year, from now on? That’s the leverage of Solis.
See you on November 28th!