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Selling challenges in professional services: Sales processes and skills

Red Star Kim

Protectionism – Some fee-earners could be insecure and defensive about sharing client information and relationships. The culture and rewards systems sometimes worked against integrated client teams. Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking.

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Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

It was interesting to learn how Business Development Executives work with managing client relationships”. Conduct a personal gap analysis – “By considering all the things that a proactive marketing/BD executive could do and talking to other delegates I have discovered some gaps in my knowledge and skills that I aim to remedy”.

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Forging a Career in Insurance Sales — The Complete Guide

Hubspot Sales

Fortunately, tech tools can simplify the process so you have more time to build client relationships, instead of punching in data,” adds Caldwell. Bureau of Labor Statistics (BLS), the median annual wage for insurance sales agents was $49,840 as of 2021. The rate increases to over 95% when extended to five years. Image Source 3.

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Soft skills revisited – with a leadership perspective

Red Star Kim

This lack of listening caused a plethora of problems for those trying to build empathy and trust in order to create client relationships and sell legal services. Revive conversation and networking skills. Soft skills in the news. Listening is now the new superpower. Whether digitally or in person. Digital body language.