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In this informative episode of Agency Launch, Matt Dietz dives into the nuances of onboarding and developing successful salespeople within the insurance industry. Matt shares his expertise on setting clear expectations and sales targets from the onset, emphasizing the importance of establishing a challenging yet achievable sales goal to motivate new hires.
Matt outlines a strategic approach to onboarding, starting with setting attainable targets in the initial months to build confidence and momentum. He offers practical advice on identifying the right attributes in potential hires, such as competitiveness, goal orientation, and trainability, which are crucial for success in this demanding role.
Throughout the episode, Matt provides actionable insights on training unlicensed producers, highlighting the valuable tasks they can undertake while preparing for their licensing exams. He stresses the importance of teaching producers to generate their own leads and the benefits of not relying solely on purchased leads, thus reducing costs and fostering independence.
Matt also touches on the significance of continuous training and the gradual extension of responsibilities as producers prove their capabilities. He encourages agency owners to hold producers accountable to agreed-upon expectations and to make tough decisions if those expectations are not met.
For those looking to enhance their onboarding and training processes, this episode is packed with valuable strategies and insights from a seasoned professional. Matt’s guidance is a roadmap to building a team of effective and self-sufficient producers who can drive your business forward.
Text "free" to 208-213-8809 to receive a curated resource bundle packed with valuable tools, including links to industry leaders, YouTube channels, podcasts, and downloadable assets designed to help you excel in marketing, sales, and more.
By Matt Dietz5
7373 ratings
In this informative episode of Agency Launch, Matt Dietz dives into the nuances of onboarding and developing successful salespeople within the insurance industry. Matt shares his expertise on setting clear expectations and sales targets from the onset, emphasizing the importance of establishing a challenging yet achievable sales goal to motivate new hires.
Matt outlines a strategic approach to onboarding, starting with setting attainable targets in the initial months to build confidence and momentum. He offers practical advice on identifying the right attributes in potential hires, such as competitiveness, goal orientation, and trainability, which are crucial for success in this demanding role.
Throughout the episode, Matt provides actionable insights on training unlicensed producers, highlighting the valuable tasks they can undertake while preparing for their licensing exams. He stresses the importance of teaching producers to generate their own leads and the benefits of not relying solely on purchased leads, thus reducing costs and fostering independence.
Matt also touches on the significance of continuous training and the gradual extension of responsibilities as producers prove their capabilities. He encourages agency owners to hold producers accountable to agreed-upon expectations and to make tough decisions if those expectations are not met.
For those looking to enhance their onboarding and training processes, this episode is packed with valuable strategies and insights from a seasoned professional. Matt’s guidance is a roadmap to building a team of effective and self-sufficient producers who can drive your business forward.
Text "free" to 208-213-8809 to receive a curated resource bundle packed with valuable tools, including links to industry leaders, YouTube channels, podcasts, and downloadable assets designed to help you excel in marketing, sales, and more.

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