Finding Success at Worksite Sales

The key is to educate employees, share your story and always deliver on your promise.
Aug 20, 2019 10:05 AM ET

By Jonathan Shuman, Pam Larson and Jennifer Hendricks-Fogg

As many companies look for ways to attract and retain a talented workforce in today’s highly competitive job market, many are increasing or enhancing the number of benefits they offer to their employees. This creates an opportunity for benefits advisors to boost the sales of their products at the work site — from health and disability income insurance, to life, dental and vision insurance.

As an agent with a big book of business, I know I cannot always personally take care of each client, but I do ensure they are being taken care of. For that reason, I hired a business operations manager whom I trust to communicate with and help clients.

I am also not shy about recommending the Aflac mobile app to clients to file claims digitally so they can be processed more quickly. That is not to say that if a client wants to file a paper claim, we won’t help them. However, Aflac was founded on getting claims processed quickly, and it is our responsibility to help policyholders do just that in whatever way that works for them.

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