Insurance Secrets With Peter Roberts

Insurance Secrets With Peter Roberts

By Peter RobertsBusinessEntrepreneurship
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Insurance Secrets With Peter Roberts episodes

  • This Increased Our Sales By 29.7% Overnight| Ep. 32

    In this episode I share with you how 1 SIMPLE change increased our sales by 29.7% overnight. Here is a shift we made in our outbound acquisition process that led to an additional $24,000 in sales rapidly. This is my attempt at documenting the journey of building a life insurance agency. I hope this helps you!

    1. What was the shift?
    2. How did we make this change?
    3. Biggest takeaway about consumer purchasing behavior

    8 min
  • 3 Ways To Reduce Chargebacks | Ep.31

    In this episode, I go over 3 ways to reduce chargebacks as a life insurance agent. By making 3 simple changes in your sales process you can increase your client retention, increase your placement rate and make more money. 

    Here are the common mistakes that most agents make:

    1. They use the wrong sales language "let's just get you approved"
    2. They don't lock down the deal by having the clients make promises
    3. They let everyone get a policy 

    Thanks for listening in!

    12 min
  • Traditional MLM Vs. LOA (What's better?) | Ep.30

    In this episode, I share with you the differences between being a traditional life insurance agent vs a LOA life insurance agent? I break down the core differences that will help you determine what is best for you as an agent.

    In this episode I break down a few concepts around:
    1. Being an entrepreneur
    2. Risk vs reward
    3. Skin in the game
    4. Recruit or Sell
    5. Sexy vs Unsexy

    Here is the insurance secrets podcast! I hope you enjoy.

    13 min
  • Master The "Redzone" In Sales | Ep.29

    In this episode I share with you how to handle the "redzone" in sales to close more deals! I break down with you a simple framework on how to overcome objections to sell more policies. Listen in as I share with you how to overcome moments like "i need to think about it" or "I need to shop around". 

    If you get good in the redzone you will change your financial future. I hope you enjoy!

    15 min
  • New Agent Sells 12 Policies In 7 Days Using This Sales Framework

    In this podcast episode, I reveal the exact training methods I used to help a new insurance agent achieve an incredible milestone: selling 12 policies in just her first 7 days. Tune in as I break down the three essential sales frameworks that made this possible:

    1. Asking Questions in Discovery: Learn how to uncover client needs and build rapport through effective questioning techniques.
    2. Mirroring: Discover the power of mirroring to establish trust and improve communication with potential clients.
    3. Tonality: Understand how mastering your tone can influence conversations and drive sales success.

    Whether you're a new agent or looking to refine your sales skills, this episode is packed with actionable insights and proven strategies to boost your performance. Don't miss out on these game-changing tips!

    14 min
  • 5 Steps to Fast Sales Success For New Insurance Agents | Ep. 27

    In this podcast, we dive into the essential strategies for new insurance agents aiming to achieve rapid sales success. I share the exact 5 step framework I used to teach a BRAND new life insurance agent how to sell a policy in his first 5 days. From sales training, to course overload we explore actionable steps, share real-life examples, and discuss overcoming common challenges. 

    This podcast is to help you succeed as a life insurance agent!

    13 min
  • I Got Tricked Into Becoming A Life Insurance Agent | Ep 26

    In this episode I share what it was like becoming a brand new life insurance agent. I fell into the trap of 3 lies that made me quit my job and become a life insurance agent. I struggled at first but I want to share with you the reality of what it's like becoming a new life insurance agent. Here is the brutal truth about becoming a life insurance agent in 2024. My mission is to give you clarity on the reality of this business.

    Thanks for listening!

    16 min
  • I Recruited 3,173 Insurance Agents And Got Paid To Do It | Ep.25


    In this episode, we dive deep into the world of life insurance recruitment and career growth. Join us as we explore the five strategic steps that led to my success:

    1. Becoming the Teacher: Discover how sharing knowledge and expertise can attract talented agents to your team.
    2. Documenting the Journey: Learn the power of transparency and storytelling in building trust with potential recruits.
    3. Funneling Talent: Explore effective ways to identify and nurture promising candidates.
    4. Creating the Offer: Craft irresistible incentives that motivate agents to join your ranks.
    5. Building Success: Uncover the secrets behind a thriving insurance business and how it translates into financial rewards.


    Whether you’re an industry veteran or just starting out, this episode provides actionable insights to elevate your insurance career. Tune in and unlock the keys to agent recruitment and financial prosperity!

    10 min
  • This Will Help You Become A Better Agent Overnight | Ep. 24

    In this episode I share with you behaviors and things you can control to become a better life insurance agent overnight! A lot of time you are told to do the same boring work as an agent but non of it seems to work. I want to share with you the 5 things you can change overnight to make more sales and become more successful as an insurance agent. I hope you enjoy!

    10 min
  • Finding A+ Life Insurance Agents | Ep.23

    In the podcast I share with your the character traits that make the best life insurance agents in 2024. After interviewing hundreds of agents and helping hundreds of agents here are the core traits that make the best agents. From tonality to work ethic here is what I look for in a top performing insurance agent.

    I hope this podcast helps you on your journey!

    12 min

About Insurance Secrets With Peter Roberts

From the publisher's feed

Welcome to the "Insurance Secrets Podcast," hosted by entrepreneur and co-owner of Legacy Family Life Insurance Agency, Peter Roberts. In this podcast, you will learn how to attract more customers, recruit top talent, increase profits, and effectively build an insurance agency. Join us as we embark on the journey of building our 100 million dollar agency, with each episode documenting our progress and sharing key insights. Tune in to discover industry secrets and strategies for success in the competitive world of insurance.

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