Question: What is the most effective employee benefits sales idea that you’ve used recently?
Answer: “I use a consultative approach when prospecting new clients. Our firm performs an ‘audit’ of a prospect’s current benefit programs in comparison to his or her objectives. We are successful in implementing new products and services because we align the plans with the client’s goals.”
– Julie Bartl, vice president of Employee Benefits Insurance for Johnson, Kendall and Johnson Benefits Inc., in Newtown, Pa.