This program is not available for credit.
Enhance your sales skills! This is a self-paced training program for new producers and insurance agency staff looking to improve their sales skills. Learn essential sales techniques, fine-tune your selling approach, leverage your natural skills, and learn strategies for connecting with customers.
Nine videos, more than 25 hours of instruction, all on-demand!
All nine sections of this classroom are on demand and therefore can be viewed based on your own schedule. You will receive a NO CE Certificate of Completion after each section and when all nine sections are complete, an overall Certificate of Completion for the classroom will be generated!
Class 1: Foundations of Effective Marketing and Sales Strategies
Class 2: Referral Acquisition, Niche Market Penetration, and Commercial Lines Expertise
Class 3: Psychology of Client Relationships and Effective Communication Strategies
Class 4: Prioritizing Elements in Sales and Overcoming Objections
Class 5: Mastering Face-to-Face Selling and Positioning for Differentiation
Class 6: Understanding Insurance, Identifying Prospect Needs, and Presenting Solutions
Class 7: Effective Closing Techniques, Sales Strategies, and Transitioning to Commercial Lines
Class 8: Uncovering Business Needs, Addressing Problems, and Effective Business Presentations
Class 9: Advanced Sales Techniques for Commercial Lines Agents and Business Continuation Planning
Summary of PDP Class by Hour Segments (19.8 KB) | Available after Purchase |
PDP Class PDF Handout (5.4 MB) | Available after Purchase |
Ross Pearce began his career in the insurance business in January 1985 with Farmers Insurance. He started as a reserve agent and graduated to career agent status in November of that same year. During his 6+ years as an agent, Ross built a “scratch” agency to approximately 1600 Policies in Force. He qualified for TOPPER CLUB (top 10% of all agents) 6 times. He achieved numerous awards for life and commercial insurance sales. The bulk of his time was spent on Personal Lines policies as approximately 65% of his revenue came from Personal Lines.
In February 1992, Ross moved to eastern Tennessee and started a “scratch” district. He arrived in Tennessee about 3 ½ years after Farmers entered the state. During his tenure there, he built one of the most successful districts in the state. He had 22 agents with approximately 16,000 Policies in Force in 8 years. Twice he qualified for TOPPER CLUB and once for CHAMPIONSHIP (top 1% of all producers). Again, the majority of his focus was on training agents to understand and be able to market, sell and service Personal Lines.
In April 2000 Ross moved over to the company side to continue his work with Farmers. He accepted the position of Life Sales and Marketing Specialist in the state of Iowa. For each of his 3+ years in Iowa, he assisted the agents to grow their Life and Financial Services side of their business. Production increased approximately 20% each year in Life and Financial Services Sales. He was recognized by Farmers in 2003 as the Kansas City Service Center Hutton award winner for achievement in personal insurance education.
Beginning January 2004, Ross worked as a Supervisor & Facilitator at the University of Farmers in Los Angeles, helping new agents, established agents, reserve district managers and district managers, as well as company employees, hone their craft and accomplish their job more easily. He created and delivered training to those attending the University. He developed a “sales system” that was adopted by Farmers as the primary method of training agents. This system proved to be transferable from Personal Lines, to Commercial and Life sales effectively.
Beginning January 2012, Ross left the University of Farmers and took over an existing Farmers agency in Austin, Texas, that had been in business for 28 years. Beginning January 1, 2015 Ross has retired and is devoting time to volunteering and training.
Ross is active in the insurance industry. He is a national faculty member and instructor for the National Alliance and other organizations. He speaks throughout the United States 30+ times each year. Additionally, he has attained the insurance designations of Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Insurance Counselor (CIC), Life Underwriter Training Council Fellow (LUTCF) and Consultative Sales Graduate (CSG). He has been training with IIAT since January 2015.
He has a published book entitled Life Lessons, designed to help multi-line agents write more life and investments. He has been married to his wife Janie for 52 years, has three daughters and six grandchildren.
Availability | Module Title | Speaker | Credits | Course Type | Duration | Course Details | |||||||||||||||||||||||||||||||||||||||||||
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At the time of purchase |
Producer Development Series - Class 1: Foundations of Effective Marketing and Sales Strategies
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Ross W. Pearce CLU, CHFC, CIC, LUTCF
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N/A | Video On Demand | 2 Hours | More info » | |||||||||||||||||||||||||||||||||||||||||||
At the time of purchase |
Producer Development Series - Class 2: Referral Acquisition, Niche Market Penetration, and Commercial Lines Expertise
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Ross W. Pearce CLU, CHFC, CIC, LUTCF
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N/A | Video On Demand | 3 Hours | More info » | |||||||||||||||||||||||||||||||||||||||||||
At the time of purchase |
Producer Development Series - Class 3 - Psychology of Client Relationships and Effective Communication Strategies
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Ross W. Pearce CLU, CHFC, CIC, LUTCF
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N/A | Video On Demand | 3 Hours | More info » | |||||||||||||||||||||||||||||||||||||||||||
At the time of purchase |
Producer Development Series - Class 4: Prioritizing Elements in Sales and Overcoming Objections
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Ross W. Pearce CLU, CHFC, CIC, LUTCF
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N/A | Video On Demand | 3 Hours | More info » | |||||||||||||||||||||||||||||||||||||||||||
At the time of purchase |
Producer Development Series - Class 5 - Mastering Face-to-Face Selling and Positioning for Differentiation
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Ross W. Pearce CLU, CHFC, CIC, LUTCF
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N/A | Video On Demand | 3 Hours | More info » | |||||||||||||||||||||||||||||||||||||||||||
At the time of purchase |
Producer Development Series - Class 6: Understanding Insurance, Identifying Prospect Needs, and Presenting Solutions
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Ross W. Pearce CLU, CHFC, CIC, LUTCF
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N/A | Video On Demand | 3 Hours | More info » | |||||||||||||||||||||||||||||||||||||||||||
At the time of purchase |
Producer Development Series - Class 7: Effective Closing Techniques, Sales Strategies, and Transitioning to Commercial Lines
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Ross W. Pearce CLU, CHFC, CIC, LUTCF
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N/A | Video On Demand | 3 Hours | More info » | |||||||||||||||||||||||||||||||||||||||||||
At the time of purchase |
Producer Development Series - Class 8: Uncovering Business Needs, Addressing Problems, and Effective Business Presentations
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Ross W. Pearce CLU, CHFC, CIC, LUTCF
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N/A | Video On Demand | 3 Hours | More info » | |||||||||||||||||||||||||||||||||||||||||||
At the time of purchase |
Producer Development Series - Class 9: Advanced Sales Techniques for Commercial Lines Agents and Business Continuation Planning
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Ross W. Pearce CLU, CHFC, CIC, LUTCF
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N/A | Video On Demand | 3 Hours | More info » | |||||||||||||||||||||||||||||||||||||||||||
Total Virtual Classroom CE Credits Information |